Money Beliefs & Behaviors Assessment [FREE PDF Download]

Your clients can discover how their thoughts about money impact their financial reality, gain insights into financial well-being, and discover patterns of behavior.

Financial stress, anxiety, and guilt can significantly impact overall mental health. By exploring your clients' money beliefs and behaviors, you can identify underlying emotional patterns and develop strategies to address them. Mentalyc’s Money Beliefs and Behaviors Assessment can help uncover how financial issues are connected to other areas of your clients’ lives, such as relationships, self-esteem, and life satisfaction.


Benefits of this Healthy Relationships Worksheet :

  • Identify core money beliefs and underlying emotional patterns
  • Assess the impact of financial issues on overall mental health
  • Develop targeted treatment goals
  • Measure progress and outcomes


Why Mentalyc’s Money Beliefs and Behaviors Assessment is Essential:

By incorporating this assessment into your practice, you can deepen your understanding of your clients' financial lives and provide more effective support. Addressing financial concerns can lead to significant improvements in overall mental health and well-being.

Download Your Worksheet

Tell us about how you use worksheets and help us create better ones for you.

Pick the one that feels most true for you

To bring more structure and focus to sessions
To help clients see and reflect on their progress
To track or measure change over time
To save time preparing or following up on sessions
To get ideas or guidance on what to do during sessions
To make sessions more interactive and engaging for clients
To strengthen the therapeutic relationship
To show the value of therapy more clearly
Other (please specify)

Pick all options relevant to you

Select up to 3

Very open - I already use some
Open - I don’t use any at the moment, but I’m open to trying
Curious, but cautious
Not interested at the moment
Other