Uncover client money beliefs with
Get started with a free, two-week trial.
Client money scripts can impact financial success.
Know these powerful beliefs in advance with the Klontz Money Scripts Inventory-Revised.
$85/month
Uncover client money beliefs with DataPoints.
Start with a free, two-week trial.
What's included?
- Klontz Money Scripts Inventory-Revised (KMSI-R)
- Financial Health Scale (FHS)
- Klontz Money Behaviors Inventory (KMBI)*
- Advisor- and client-facing reports
- Unlimited contacts and invitations
- Automated nudges and coaching insights
* For licensed mental health professionals only.
Money Scripts are fundamental beliefs about money that impact financial decisions and wellness.
By identifying Money Scripts, you can tailor advice to help clients overcome beliefs that prevent them from achieving critical financial goals.
