Coamching & Consulting
Help your clients dig deeper into their relationship with Money
Support clients explore how their money relationship shapes their thoughts, emotions, and decisions far beyond their finances.
Why It Works
Why Money Habitudes Works in Client-Centered Work
Build Connection
Make the Money Connection
- Uncover deep-seated money beliefs and behaviors which shape clients decisions far beyond their finances.
- Facilitate meaningful conversations around money and help clients explore how their money relationship.
- Empower clients to make informed financial decisions by addressing their ingrained financial beliefs and behaviors.
Uncover Insights
Reveal Insights About Career and Life Choices
- Go beyond budgets and math to uncover underlying beliefs.
- Help clients recognize how money attitudes influence career decisions.
- Support goal setting and personal success with behavioral insights.
- Reveal messages and beliefs that drive financial behaviors.
Foster Dialogue
Speak a Common Financial Language
- Use non-threatening statements and prompts that invite reflection.
- Spark meaningful conversations about family influences and financial fears.
- Explore unspoken money beliefs in a safe environment.
- Make conversations more productive and efficient with shared language.
Stay Focused
Keep Your Focus on What You Do Best
- Bring money into conversations without needing financial expertise.
- No need for budgeting, debt, or financial planning knowledge.
- Facilitate reflection and dialogue while the tool provides structure.
- Let Money Habitudes guide the conversation while you support the client.
How Professionals Use It
How Professionals Use Money Habitudes
Financial Coaches
- Use one-on-one sessions to uncover money behaviors and patterns.
- Facilitate group workshops to explore shared habits and perspectives.
- Support behavior changes, reflection, and accountability.
Therapists and Counselors
- Integrate money into emotional, relational and mental health conversations.
- Explore money beliefs that affect stress, relationships, and overall well-being.
- Facilitate discussions with individuals, couples, and families.
Social Workers and Case Managers
- Support financial awareness as part of holistic client care.
- Address money-related stressors in the context of stability and life circumstances.
- Guide clients toward informed decisions and greater resilience.
Who This Is For
Built for Professionals Like You
Money Habitudes is used by professionals who work directly with individuals, couples, families, and small groups, including:
Financial Coaches
Therapists
Counselors
Social Workers
Case Managers
Relationship Counselors
Life Coaches