Membership
Choose a Membership Plan that best fits your needs
Unlock the full potential of Money Habitudes with a membership designed for financial practitioners, educators, and organizations.
Find Your Perfect Membership
Whether you're an individual practitioner or a large organization, we have a plan that fits your needs.
Standard
per year
Suited for financial practitioners (counselors, coaches, advisors) interested in incorporating Money Habitudes physical products and training into their practice.
12 Assessments per year
Additional Assessments at $12.50 Each
15% Product Discounts
Premium Access to Money Habitudes Community Platform
Unlimited Live Virtual Training Events
Member Exclusive Live Monthly Events
Access to our Professional Development Library
Client Habitude Reports
Multiple Group Codes
Email Notifications when assessments are completed
Professional
per year
Counselors, therapists and advisors who want to add Money Habitudes to their toolbox. Includes enhanced features for running family style engagements and large groups.
60 Assessments per year
Additional Assessments $11.50 Each
20% Product Discounts*
Everything in Standard Plan
Client Response Reports
Business
per year
High volume users who want to capture insightful data about their client base and how to provide customized follow up solutions.
240 Assessments per year
Additional Assessments $10.00 Each
20% Product Discounts*
Everything in Professional Plan
Role Based Organization Control
Client Data Analytics
Suggested Next Steps in Client Habitude Reports
Custom Online Assessment Branding
Custom Client Habitude Report Branding
Include Survey Questions
Add-On
per year
Grant a team member full access, using the primary memberships shared resources and assessment pool.
Ideal for a Team Member of a Primary Account Holder
Full Access to Primary Accounts Features
Shares Primary Accounts Assessment Pool
Access to Facilitator Resources
Access to Training Materials
Access to Exclusive Member Portal
See What's Included in Each Plan
| Standard | Professional | Business | Add-On | |
|---|---|---|---|---|
| Key Features | ||||
| Users | 1 | 1 | 3 | 1 |
| Included Assessments | 12 | 60 | 240 | Based On Primary |
| Additional Assessments | $12.50 | $11.50 | $10.00 | Based On Primary |
| *Product Discount (Custom Branding Not Included)* | 15% | 20% | 20% | Based On Primary |
| Content and Resources | ||||
| Premium Access to MH Community Platform | ||||
| Unlimited Live Virtual Training Events | ||||
| Member Exclusive Live Monthly Events | ||||
| Access to our Professional Development Library (CEU Credit Available) | ||||
| Live Support Hours | ||||
| Private Training | Add On | Add On | Add On | Add On |
| Interaction | ||||
| Client Habitude Report | ||||
| Assessment Completed Email Notification | ||||
| Create and Run Multiple Group Codes | ||||
| Client Response Report | Based On Primary | |||
| Include Survey Questions | Based On Primary | |||
| Role Based Organization Control | Includes 3 Users | Based On Primary | ||
| Data and Analytics | ||||
| Client Data Analytics | ||||
| Customization | ||||
| Online Assessment Branding | Based On Primary | |||
| Client Habitude Report Branding | Based On Primary | |||
| Custom Client Habitude Report Next Steps | Based On Primary | |||
| Custom Domain URL | Coming Soon | Coming Soon | ||
| Custom White Labeled Site | Coming Soon | Coming Soon | ||
| Development Tools | ||||
| API Data Access | Coming Soon | Coming Soon | ||
| Webhooks | Coming Soon | Coming Soon | ||
| Additional Options | ||||
| Step One Assessment | Coming Soon | Coming Soon | ||
| Withhold Client Habitude Report | Add On | Add On | Add On | Add On |
| Client Pays | Available | Available | Available | Available |
| $299.95 per year | $699.95 per year | $2499.95 per year | $129.95 per year | |
Join Standard | Join Professional | Join Business | Join Add-On | |