We produce Money Habitudes. It is a fun, easy way to talk about money and understand your money personality.
In more detail ... It is an activity in the form of playing cards and is (a) a fun conversation starter to help people talk about money, and (b) a money personality assessment so people can understand how and why they spend and save the way they do and their strengths and challenges with respect to how they see and use money.
What sets it apart from other products is that it is:
(a) hands-on; it's not just a worksheet that you fill out, but feels more like a game.
(b) fun, colorful, non-threatening and somewhat whimsical; many other products that deal with money are very serious.
(c) meant to get people talking about money, which is often a very difficult, private topic.
(d) it is designed to be non-judgmental; many times when people meet with someone to get help on their finances, they can feel like the expert is telling them that they're wrong or stupid, but we stress that while people have challenges with money, they also have unique strengths.
The product is used by a great diversity of people. First, know that there are a few different versions of Money Habitudes cards for different ages. Currently, those are Teens (15-18 years old), Young Adults (18-25) and Adults (25 years and older; including up through people in their 60s and 70s). This logo should be appropriate for all ages; we will do separate branding for the different age versions using the same master logo.
The product is used by:
(1) professionals like Certified Financial Planners, therapists and lawyers in formal settings.
(2) by people who are using the products in less formal settings like community financial classes, church groups, etc.
(3) Individuals, parents and couples who will use the product on their own.
The cards are largely used in the US, as well as in Canada, Australia and Western Europe. However, we also distribute to Asia.