The Leading Money Personality Profile

Build trust and quickly reveal what habits and attitudes motivate a person's money behaviors. Easily start great money conversations.

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What is a Hab·i·tude?

A Habitude is a combination of habits and attitudes that reveal the ingrained thoughts, feelings and behaviors that influence our decisions and actions.

Hands-on Cards

Hands-on Cards

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Online Version

Online Version

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Habitude Types

Reveal Which Habitudes Guide Your Clients

Used by financial professionals, coaches, therapists, educators, and more to engage with clients in a topic that is often difficult to discuss, leading to more relevant, effective and individualized strategies.

Security

Security

Money helps you feel safe and secure.

Planning

Planning

Money helps you achieve your goals.

Status

Status

Money helps you create a positive image.

Giving

Giving

Money helps you feel good by giving to others.

Spontaneous

Spontaneous

Money helps you to enjoy the moment.

Carefree

Carefree

Money is not a priority.

Featured in Over 100 Articles in Academic and Consumer Publications

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Benefits

Why Money Habitudes?

No Jargon. No Numbers. User Friendly & Instant Insights.

No Jargon. No Numbers. User Friendly & Instant Insights.

Money is one of the most difficult topics to discuss. Money Habitudes is the quickest and most effective way to relate to clients so you, and they, better understand how their habits and attitudes influence their financial choices. Use Money Habitudes Online, or for a more hands-on experience, try our card deck format!

Fast, Easy Game Format

Fast, Easy Game Format

The non-threatening game format simply asks players if certain statements describe them. They either sort cards or click on a button. The entire game takes 10-15 minutes. Your choice—a hands-on card game or play online.

Adaptable to Different Settings

Adaptable to Different Settings

Money Habitudes can be used in informal home and office settings with individuals and couples as well as in classrooms and conferences with large groups.

Admin Dashboard

Admin Dashboard

Immediate access to your clients' results and reports in the user-friendly dashboard. Easily send games electronically to individuals or groups. Simply post a link with a group code in the chat when working virtually.

Easy to Interpret and Apply Results

Easy to Interpret and Apply Results

The user-friendly results provide actionable insight for you and your clients. Playing online produces a detailed money personality report. A professional report is also available for more in-depth one-on-one work. Using the physical card deck, the interpretation cards provide thorough insight each Habitude and how they impact behaviors.

Testimonials

Used by thousands of professionals with over a million clients and students throughout the US and internationally

If you don't understand why you're doing what you're doing, you're just going to keep replicating your mistakes. You can have the greatest, most sophisticated budget plan available, but it won't address what Money Habitudes does - the psychology behind why you're wanting to spend or wanting to save.

Noel Meador
Executive Director, Stronger Families

I have found Money Habitudes to be invaluable in working with couples and individuals around money matters. It opens people up to having productive and healing conversations about money, and lots more.

Brian Gill
MAC, Addition Counselor with a specialty in addiction

After playing Money Habitudes, subsequent discussions around money issues feel less emotionally loaded.

Susan Heitler
Clinical Psychologist, author of From Conflict to Resolution and The Power of Two

This may be the best tool for individuals as well as couples to start with because it is simply and feels safe. Even though it's a "game", it is a doorway to serious dialogue around financial matters.

Robert Ruhnke
C.SS.R., D.Min., Author, For Better & For Ever

My husband and I have been married around 18 years and it wasn't untill now, after using Money Habitudes, that we realized what was going on around money with us.

Toni Barnett
Author of Coffee and Kisses, Developing Prosperity Through Relationships

To have such a quick pick-up tool that is this effective is very rare. It's a minimum investment for a maximum return.

Robin McKinney
MSW, CEO, CASH Campaign of Maryland

After playing the game myself, I find that I don't judge as much as I used to. I now really understand where the client is coming from.

Alan Frank
Financial Services Lead Instructor, Bow Valley College

I've been using Money Habitudes with my clients since 2009. It has really opened up some fantastic conversations and helps to build my relationship and understanding with my clients.

Scott Malcolm, CFP
Director, Money Mechanics Pty Ltd

We're here to help! If you have a question, ask for help at any time.