Guide for Professionals and Choice of Money Habitudes Card Deck


The new edition of Guide for Professionals includes working with both the Money Habitudes cards and online versions!

What’s Included:


Make it easy for your clients and students talk about money and discover their hidden habits and attitudes influencing all of their money behaviors. The Guide for Professionals Working with Money-Related Issues will help financial practitioners, counselors, educators, therapists and coaches use Money Habitudes cards to work with their clients regarding money-related issues. The guide provides background training for how we develop our habits and attitudes, and directions for using the cards and the online version with individuals, couples and groups. Financial practitioners can use Money Habitudes to quickly get to the real issues affecting money management from basic budgeting to major investing. Counselors and coaches can use the cards to discuss money—an issue both clients and professionals often avoid even though it touches every aspect of our lives and is consistently ranked as a top stressor.

While each deck of cards includes instruction and interpretation cards and the online version is intuitive and provides a full report, the guide dramatically expands on how to use the cards and what different results mean -- along with suggestions of how to work with clients on specific issues. Simply doing the Money Habitudes card sort activity one's self is an excellent way to prepare to use the cards with others, however, the guide is especially recommended for those who will be seen as a facilitator or expert information source as well as those leading train-the-trainer classes. The guide also helps people get more value from doing Money Habitudes by providing suggested activities and supplemental instructional materials.

The guidebook includes:

  • Detailed information on how to use the Money Habitudes, additional activities and specific suggestions for working with couples and groups.
  • Six major influences that determine how money habits and attitudes develop. Can be used for background information or as a presentation.
  • SMART Goals: Directions to move from general goals to goals that are specific and achievable.
  • Activities to supplement your program or use as handouts.
  • Tables for further exploration of typical financial behaviors (earning, spending, saving, investing, giving and debt) and typical life challenges (general life, business or personal relationships, job and career.) They are excellent handouts.
  • Key questions and additional discussion topics are provided to facilitate more in-depth conversations and suggestions for future action.
Use with ALL cards and online versions