Money Scripts® are fundamental beliefs about money that impact financial decisions and wellness. By identifying client Money Scripts, you can tailor advice to help clients overcome beliefs that prevent them from achieving critical financial goals.

Add the Klontz Money Scripts Inventory-II and other assessments to your practice via the DataPoints behavioral assessment platform.


 

Description

Building Wealth

Behavioral assessment based on 

The Millionaire Next Door


Investor Profile

Assess psychological risk tolerance & more


Financial Perspectives

Identify money attitudes; compare attitudes


Engage Marketing Suite

Library of short money mindset tests

Embed on your site, in social, and on blogs


Mind & Money Content

Monthly financial psychology content for client communication


Unlimited contacts & households


Advisor & client-facing reports

Branded for your firm


Custom reports & behavioral guides


Klontz Money Scripts Inventory-R

Assess underlying money beliefs


Financial Health Scale

Measure money-related health



Pricing


DataPoints Plus

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$120

Per Month / Advisor


DataPoints Toolkit

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$80

Per Month / Advisor


Money Scripts®

powered by DataPoints

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$60

Per Month / Advisor

FAQs…with answers our advisor clients like to hear.

Free trial? Yes! Try out the Klontz Money Scripts Inventory-R with a two-week trial.

Partner discounts? Yep. Check out our partners here.

Multi-advisor discounts? Yes. Contact our team to find out more.