Money Habitudes is a game-like assessment – played either via physical cards or online – to help people understand and talk about their finances in a fun, constructive way. It also allows people to pinpoint underlying financial habits, attitudes and motivations to make real behavior changes.
Money Habitudes helps financial professionals bring emotions and personal stories into the conversation without getting touchy-feely. Professionals helping people navigate life issues use them to understand the impact of the client’s relationship with money without focusing on their finances.
This activity can be used to work with individuals, couples and groups of any size as a stand-alone activity or to supplement other programs.
|Security||Money helps you feel safe and secure.|
|Planning||Money helps you achieve your goals.|
|Status||Money helps you create a positive image.|
|Giving||Money helps you feel good by giving to others.|
|Spontaneous||Money helps you to enjoy the moment.|
|Carefree||Money is not a priority.|
After playing, people easily engage in financial discussions and have instant insight into what motivates and triggers their behavior. It’s a fun way for people to predict situations that can derail them and plan successful strategies to keep them on track to reach their goals.
Money Habitudes is used by the military, non-profits, wellness programs, churches, universities, financial advisors, educators and therapists because it is: