Annual Subscription to Financial Psychology Assessments

Research has found a strong connection between financial behavior patterns and overall financial outcomes. The way people think about money, feel about money, and behave with money predicts far more than income alone ever could.

Using these three evidence-based financial psychology assessments with clients and prospective clients will give you a powerful, data-driven window into what is really driving their financial decisions. Instead of guessing at the root cause of overspending, underearning, financial avoidance, or self-sabotage, you will be able to clearly identify the underlying Money Scripts®, behavioral tendencies, and psychological patterns influencing their results.

 These assessments will help you:

• Uncover hidden money beliefs that shape financial choices
• Identify behavioral strengths and risk factors
• Personalize your recommendations with greater precision
• Deepen client engagement and trust
• Differentiate your services with research-backed tools

Whether you are working with high-net-worth individuals, middle-income families, or clients struggling with financial stress, these tools provide clarity that leads to meaningful conversations and measurable change.

An annual subscription gives you unlimited access to administer all three assessments throughout the year, allowing you to integrate financial psychology seamlessly into your practice and create more transformational outcomes for the people you serve.

If you would prefer to provide these assessments electronically to your clients, please contact Brenda Anderson at brenda@financialpsychologyinstitute.com.  We have a solution for white labeling these assessments so you can send your clients a personalized link and/or have an embed code to provide within your client software.