Money motivations
Understanding money motivations can help the people you serve turn their intentions into actions.
A person’s money choices are affected by the people close to them, as well as by their future goals and their financial reality. The tools and worksheets here help you address these often-overlooked factors, so you can work effectively one-on-one with the people you serve.
The resources here are intended for people who are in a position to explore their relationship with money.
Financial well-being questionnaire
Practitioners have found that the Financial Well-Being Scale is a great conversation starter. Some practitioners find it helpful to talk to people about their responses to specific questions, or about their overall financial well-being scores, as a way to broach challenging conversations about money concerns, hopes, and needs.
Money Circle
The Money Circle Toolkit helps you overcome gaps in understanding a client’s family influences. It helps you uncover your own feelings about money, too. Identifying and responding to social and emotional factors can help you work with your client to align their actions with their desired financial outcomes.
Friends & Family Exchanges
Receiving financial support from family or friends can provide advantages, including speed, affordability, flexibility, and privacy. At the same time, the arrangements could have negative consequences, leading to shame, guilt, and anxiety. Help your clients navigate sharing arrangements in a way that preserves strong relationships.
Download the practitioner guide
Download the worksheet
Future Self
Having a vivid, detailed, realistic picture of yourself in the future is associated with saving more, as well as other positive long-term effects. You can use this toolkit to help your client take small actions that deliver sustained benefits.
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