Money Habitudes: A Guide for Professionals Working with Money Related Issues

This guide will help financial practitioners, counselors, educators, therapists and professional coaches use Money Habitudes cards to work with their clients regarding money related issues. The guide provides directions for using the cards with individuals, couples and groups. Financial practitioners can use the cards 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--the issue both clients and professionals often avoid.

Key questions and additional strategies are provided to facilitate more in-depth conversations and suggestions for future actions are included along with resources. Examples are provided for group discussions.