Money Habitudes

Money Habitudes

Financial Services

Winter Park, FL 1,393 followers

The Leading Money Personality Assessment

About us

For 20+ years, Money Habitudes has been the quick, easy way to both understand one's money personality and to talk about the difficult topic of money. As a result, it's trusted by financial planners, educators, coaches, counselors and therapists. Engaging and effective, Money Habitudes is available in a number of physical card-deck versions as well as an online assessment tool. It's used in individual counseling and couples sessions as well as in groups and classes.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Winter Park, FL
Type
Privately Held
Founded
2003
Specialties
money personality, conversation starter, Behaviors, personal finance, and financial wellness

Products

Locations

Employees at Money Habitudes

Updates

  • View organization page for Money Habitudes, graphic

    1,393 followers

    Are you looking for powerful tools and resources to enhance your work with clients? Look no further! Access the exclusive benefits of a Money Habitudes annual membership. With Money Habitudes, you can dive deeper into your clients' financial behaviors, attitudes, and habits. This valuable insight will enable you to tailor your guidance more effectively and gain a better understanding of their financial mindset. Curious about the perks of a Money Habitudes annual membership? Here's how it can help you guide your clients towards financial success: ✅ Gain access to in-depth assessments and tools to uncover your clients' money habits and attitudes. ✅ Utilize comprehensive resources to explore various financial behavior topics and develop customizable strategies. ✅ Stay up to date with the latest research, trends, and techniques in the field of personal finance. ✅ Connect and collaborate with a community of Money Habitudes Ambassadors and professionals. Visit our website for more information! https://hubs.li/Q02F5R080 #MoneyHabitudes #Membership #PersonalFinance #FinancialAdvisors #FinancialPlanning#FinancialCoach

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  • View organization page for Money Habitudes, graphic

    1,393 followers

    Instead of the usual gift cards or branded merchandise, offer a present that can inspire change. The Money Habitudes Holiday Gift Packet encourages your team or clients to explore their financial habits and set meaningful goals for the year to come. It’s a thoughtful way to express your appreciation while promoting personal growth and financial well-being. Contacts us directly to start your holiday preparations! info@moneyhabitudes.com #MoneyHabitudes #HolidayGifts #Habitudes #PersonalFinance

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  • View organization page for Money Habitudes, graphic

    1,393 followers

    We're thrilled to introduce a powerful new feature in our online accounts: linked accounts under one organization! Now, organizations can share an allotment of online assessments across multiple accounts, making managing and distributing resources easier than ever. What’s New & How It Works: Organizations can now link multiple accounts under one umbrella, allowing them to share an allotment of online assessments. This means: 🔷Link Your Accounts: Admins can now invite practitioners to join under a single organization in the Money Habitudes platform. 🔷Share Assessments: Seamlessly distribute your allotment of online assessments across all linked accounts. 🔷Monitor Usage: Keep track of assessment usage in real-time to ensure resources are being utilized effectively. Available for professional and business accounts, this feature streamlines collaboration and maximizes the impact of your financial assessments. Simplify your workflow, enhance collaboration, and provide seamless access to Money Habitudes’ tools! Ready to streamline your process? Log in and check out the new feature today! #MoneyHabitudes #NewFeature #FinancialTools #Collaboration #CreditUnions

  • View organization page for Money Habitudes, graphic

    1,393 followers

    We just received an incredible video testimonial from one of our amazing practitioners in Bulgaria! Hear firsthand how Iordan is incorporating Money Habitudes into his practice and transforming client relationships. A huge thank you to Brian Foster, one of our certified facilitators, for hosting the interview and making this happen! Watch the interview now and see how Money Habitudes can impact your financial practice! Learn more about our membership here - https://hubs.li/Q02SzmF70 #MoneyHabitudes #FinancialWellness #FinancialCoaching

  • View organization page for Money Habitudes, graphic

    1,393 followers

    Are you looking for powerful tools and resources to enhance your work with clients? Look no further! Access the exclusive benefits of a Money Habitudes annual membership. With Money Habitudes, you can dive deeper into your clients' financial behaviors, attitudes, and habits. This valuable insight will enable you to tailor your guidance more effectively and gain a better understanding of their financial mindset. Curious about the perks of a Money Habitudes annual membership? Here's how it can help you guide your clients towards financial success: ✅ Gain access to in-depth assessments and tools to uncover your clients' money habits and attitudes. ✅ Utilize comprehensive resources to explore various financial behavior topics and develop customizable strategies. ✅ Stay up to date with the latest research, trends, and techniques in the field of personal finance. ✅ Connect and collaborate with a community of Money Habitudes Ambassadors and professionals. Visit our website for more information! https://hubs.li/Q02SdbDY0 #MoneyHabitudes #Membership #PersonalFinance #FinancialAdvisors #FinancialPlanning#FinancialCoach

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  • View organization page for Money Habitudes, graphic

    1,393 followers

    Want to elevate your organizations' personal finance sessions with tools to spark impactful financial conversations? Check out our Train-the-Practitioner workshops! Designed for groups of up to 10, this hands-on program covers everything from Money Habitudes cards and assessments to workbooks and training. Gain the skills to incorporate Money Habitudes into your personal finance sessions with ease. Perfect for organizations looking to empower clients on their financial habits. Visit our website for details. https://hubs.li/Q02SzPpX0 Ask us how to add an MHO membership to your training! #MoneyHabitudes #PersonalFinance #FinancialCounseling #FinancialCoaching

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