Uncover fundamental money beliefs.
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-R and other assessments to your practice via the DataPoints behavioral assessment platform.
Let's work together to uncover money scripts.
Choose the package that best fits your firm. Pay monthly or annually. Cancel anytime.
Start
Use up to 20 tests per month with prospects & clients. Ideal for firms who are just starting out.
$
50
Per Month, Per Advisor
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Use up to 20 test invitations each month
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Branded, client-facing reports
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Compare couples and track change
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Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Grow
Unlimited tests to use with a growing number of prospects and clients.
$
80
Per Month, Per Advisor
-
Unlimited test invitations
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Complete
Use unlimited tests with two advisors included and marketing quizzes for calls-to-action.
$
120
Per Month, Up to 2 Advisors
-
Unlimited test invitations
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.