Understand the “why” behind client
financial decision-making.

Do you know your clients’ Money Scripts®?

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.

Complete the form to download the Money Scripts overview.

Or, sign up for a free, two-week trial to try it for yourself.