Got a Referral Code? / Existing User? visit Money Habitudes Online
  • Home
  • How It Works
    • How to Play
    • Benefits
    • FAQ
  • Products
    • All Products
    • Cards
    • Guides
    • Packages
    • Good Credit Game
    • Money Habitudes Online
  • Who uses it
    • Financial Planners & Advisors
    • Financial Educators
    • Marriage & Relationship Educators
    • Educators & Youth Leaders
    • Therapists, Social Workers & Coaches
    • Companies, Universities & Institutions
  • About
    • About Syble Solomon
    • Speaking
    • Other Products
    • Press & News
    • Versions
  • Resources
    • Case Studies
    • Worksheets, Guides and Curricula
    • Training and Workshops
    • Grant Funding
    • National Standards
    • Tips for Using Money Games With Adults
    • Understanding and Changing Spending Habits
    • Financial Statistics
    • Research on the intersection of emotions and finance: Money Habitudes
    • Changing Financial Behaviors
    • Money Habitudes Online FAQ
  • Contact
  • Home
  • How It Works
    • How to Play
    • Benefits
    • FAQ
  • Products
    • All Products
    • Cards
    • Guides
    • Packages
    • Good Credit Game
    • Money Habitudes Online
  • Who uses it
    • Financial Planners & Advisors
    • Financial Educators
    • Marriage & Relationship Educators
    • Educators & Youth Leaders
    • Therapists, Social Workers & Coaches
    • Companies, Universities & Institutions
  • About
    • About Syble Solomon
    • Speaking
    • Other Products
    • Press & News
    • Versions
  • Resources
    • Case Studies
    • Worksheets, Guides and Curricula
    • Training and Workshops
    • Grant Funding
    • National Standards
    • Tips for Using Money Games With Adults
    • Understanding and Changing Spending Habits
    • Financial Statistics
    • Research on the intersection of emotions and finance: Money Habitudes
    • Changing Financial Behaviors
    • Money Habitudes Online FAQ
  • Contact

Archives

Tag Archives for: "Financial Planning"
Home /
 Credit Union Training on Financial Behaviors, Emotions and Attitudes
By admin1@
In Case Studies
Posted March 14, 2013

Credit Union Training on Financial Behaviors, Emotions and Attitudes

The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community [...]

READ MORE
 Making Financial Planning Classes Relevant and Engaging
By admin1@
In Case Studies
Posted May 2, 2012

Making Financial Planning Classes Relevant and Engaging

The Issue: How to get participants in financial planning classes to look at how and why they spend and save. Also, how to talk about money in a fun, non-threatening and engaging way. Who: Robert [...]

READ MORE
By admin1@
In Case Studies
Posted April 28, 2010

Better Understanding Financial Planning Clients

Contact: Tony Owings, Certified Financial Planner, A.R. Owings Financial Strategies, an independent firm that works mostly on a fee-on-assets-under-management and offers securities through [...]

READ MORE
By admin1@
In Case Studies
Posted April 28, 2010

Better Understanding Yourself And Your Clients Regarding Money

Contact: Alan Frank is a financial educator and planner, serving as Financial Services Lead Instructor at Bow Valley College in Calgary, Canada Situation: Teaching college students who are [...]

READ MORE
By admin1@
In Case Studies
Posted April 26, 2010

A Life Planning Approach to Financial Planning

Contact: Steven Shagrin, CFP, has a law degree and started his career in finance as a tax accountant before spending twenty years as vice president for investments with Smith-Barney and Pain [...]

READ MORE
Money Habitudes Online
Money Habitudes Online
Money Habitudes Cards
Money Habitudes Cards
Professional Special
Professional Special
Workshop in a Box
Workshop in a Box
Who Uses Money Habitudes?
  • Financial Planners & Advisors
  • Financial Educators
  • Marriage & Relationship Educators
  • Educators & Youth Leaders
  • Therapists, Social Workers & Coaches
  • Companies, Universities & Institutions

LifeWise Strategies, LLC

1180A Pine Street

Hamilton, MT 59840

 

Email: info@lifewise.us

Phone: 406.361.8012

How it Works
  • How to Play
  • Benefits
  • FAQ
Who Uses Money Habitudes?
  • Financial Planners & Advisors
  • Financial Educators
  • Marriage & Relationship Educators
  • Educators & Youth Leaders
  • Therapists, Social Workers & Coaches
  • Companies, Universities & Institutions
Products
  • All Products
  • Cards
  • Guides
  • Packages
  • Good Credit Game
Money Habitudes Online
  • Money Personality Assessment
Resources
  • Case Studies
  • Worksheets, Guides and Curricula
  • Training and Workshops
  • Grant Funding
  • National Standards
  • Tips for Using Money Games With Adults
  • Understanding and Changing Spending Habits
  • Financial Statistics
About
  • About Syble Solomon
  • Speaking
  • Other Products
  • Press & News
  • Versions
Blog
  • Money Habits and Attitudes Blog
© 2018 LifeWise Strategies, LLC | Money Habitudes® is a Registered Trademark | Privacy Policy
Contact Us

You can call or send an email and we'll get right back to you.

Start typing and press Enter to search