Frequently Asked Questions

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Frequently Asked Questions
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Frequently Asked Questions

Find quick answers to common questions about Money Habitudes products, facilitation, and training.

A Habitude—a combination of habits and attitudes—describes the ingrained thoughts and feelings (attitudes) that influence our decisions and actions (habits) about how we eat, exercise, communicate, enjoy ourselves, etc. This activity focuses on our Habitudes related to money.

Money Habitudes is an assessment tool that helps identify your money personality and financial behaviors through an engaging card-sorting activity.

The card format and gamification make the assessment engaging and non-threatening, encouraging honest self-reflection about money habits.

Participants sort cards based on statements that resonate with them, revealing patterns in their money attitudes and behaviors.

Simply create an account, access your assessment link, and follow the guided card-sorting process to discover your money personality.

The interpretation reveals your dominant money personality types, strengths, potential blind spots, and how your habits may impact financial decisions.

The assessment typically takes 15-20 minutes to complete, with additional time for discussion and interpretation.

Financial advisors, counselors, educators, and coaches use it to facilitate money conversations, build client relationships, and provide personalized guidance.

Institutional packages include bulk licenses, facilitator training, and customized materials for educational or organizational programs.

Yes, we provide facilitator guides, discussion prompts, and professional development resources to maximize the effectiveness of the tool.

Each participant needs their own deck or online access to complete their individual assessment for accurate results.

Yes, physical card decks can be reused multiple times, making them cost-effective for repeated use with different groups.

Money Habitudes is based on validated psychological principles and has been refined through extensive use with diverse populations.

The assessment is grounded in behavioral psychology research on money attitudes, personality types, and financial decision-making patterns.

Built on Evidence

Join the thousands of professionals who trust Money Habitudes to transform client relationships with money.

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