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Discover
money beliefs mindset attitudes core values personality
for client success.
Coaches and counselors use DataPoints to uncover money mindset, drive deep conversations, and enhance their coaching practice.
Tools for any client scenario.
A client who struggles to meet savings goals.
Couples with opposite views on spending.
A retiree who struggles to find purpose.
When you uncover a client’s personality with DataPoints, you can find a trove of insights to help you help your client. Get started with a free, two-week trial.
What's included?
Your DataPoints account includes access to:
Wellness Inventory
Measure and track client well-being across a broad range of areas including relationships, finances, and career.
Money Check Inventory
Gain a clear understanding of your client's financial activities and habits. Use the results to coach clients to adopt millionaire-next-door behaviors.
Money Means Assessment
Uncover your client's underlying attitudes and beliefs about money. Compare couples' results.
We serve coaches, counselors, and planners.
Learn more about all plans and programs, or
create your free trial here.
Want to chat or have a specific question?
Reach DataPoints here.