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Financial Planners

Working with people planning for a great life and a secure future

Whether it’s happening next year or 50 years in the future, talking about planning for the retirement years and beyond can be challenging and emotionally charged, especially when other people are involved. Money Habitudes makes it easy to start productive, authentic conversations without talking about numbers or using test-like forms.

How Money Habitudes helps you work with clients who are investingand saving for a good life now and in the future:

Quickly Understand Your Clients

You’ll receive an instant money personality profile providing insights into what motivates your clients’ financial behavior, as well as their values, risk-taking behavior and potential emotional obstacles to following-through with a plan.

Include Everyone in the Conversation

Working with couples, families or business partners? It’s common for one person to lead the conversation, not giving you the full picture. Using Money Habitudes gets everyone participating, in a safe and productive way. Even if someone doesn’t say anything or says what is expected, the Money Habitudes results will provide the insights you’re looking for to include everyone.

Uncover Your Own Biases Around 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.

Form a Better Connection with Clients

We help to humanize conversations around money – allowing you to better understand what makes your clients comfortable and what drives their decision-making.

Tony Owings, CFP®, CDFA®

Case Studies

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What Others are Saying

Money Habitudes In The News

How to Attract and Retain Women Clients (Research)

The first time I sat down with a financial advisor I was 41 — and it was a big step for me. Although my husband and I discussed our investments, I felt incompetent and took no responsibility for decision-making. I was caught in Neverland — sounding assertive like modern woman, while acting out my role as Cinderella, letting Prince Charming rescue me and take care of our finances. Old messages are hard to shake!

Helping Clients Talk About Money (NAPFA Advisor)

Just sharing basic financial information with a planner can feel like giving up control and power. It requires really trusting someone whom you (typically) know only through a referral.

Uncovering Your Client’s Hidden Money Attitudes (Horsesmouth)

Horsesmouth – Understand your clients, build trust, and problem-solve with “Money Habitudes,” a quick and fun financial planning tool.

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