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Financial Educators & Counselors

We help your clients feel at ease discussing money.

We all come from different circumstances, with unique biases and behaviors. Money Habitudes helps you understand what’s important to your clients--what motivates and reinforces their behaviors. Those insights are an invaluable asset when it comes to connecting with your clients.

How Money Habitudes Can Help You

Gain a Deeper Understanding of Your Clients.

We all come from different circumstances, with unique biases and behaviors. Money Habitudes helps you understand what’s important to your clients–what motivates and reinforces their behaviors. Those insights are an invaluable asset when it comes to connecting with your clients.

Improve Your Know-How Without Expensive or Extensive Training

Money Habitudes is intuitive and user-friendly. A guide is available for more in depth information, but no special training or certification is required.

Uncover Your Own Relationship with Money

Your own attitudes and beliefs around money can unknowingly affect how you interact with and advise your clients. Discover how you may unintentionally come across as judgmental or unsympathetic when working with clients across socioeconomic backgrounds — or how you may overlook information if you readily identify with your clients.

Turn Your Classes into an Interactive Experience

When individuals can choose between a boring lecture about money or one that is hands-on and judgment-free, they’ll choose the latter. Money Habitudes makes your financial education sessions an unforgettable, engaging experience.

Saundra Davis, Executive Director and Founder

Sage Financial Solutions

Case Studies

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What Others are Saying

Money Habitudes In The News

10 Ways to Finally Avoid Overspending (Credit Donkey)

Syble Solomon, a personal-finance consultant and founder of LifeWise Strategies, let us in on the sneaky ways our psychology can fool us into overspending.

Bridging the Gap between Money and Our Emotional Messages (AFCPE)

When individuals seem to be facing the same financial challenges repeatedly, it’s a good bet that their behavior is actually fulfilling an important emotional need.

Card game draws out your money attitudes (Washington Post)

We don’t talk about money enough. There are lots of discussions about consumer spending habits, especially this time of year, but the therapeutic conversations that keep people from making major financial blunders often never take place.

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