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Money Beliefs & Behaviors Assessment

Money is a charged topic for many. Some feel guilt or shame when they talk about money, while others view it as a source of conflict or disagreement. As a result, it’s common to avoid the subject altogether. But this means money’s impact on one’s life and relationships is never fully understood.

The Money Beliefs & Behaviors worksheet broaches this neglected subject in a non-threatening way, giving individuals and couples a chance to explore and reflect on their financial values, attitudes, and practices. Clients quickly get a sense of their views on money after indicating where they fall on 16 scales covering common financial beliefs and behaviors.

Use this worksheet for individuals or couples open to exploring their financial beliefs and behaviors. This could be in the context of a long-standing relationship, a couple contemplating moving in together, or an individual wanting to reflect on their money-related values, attitudes, and expectations. When using with couples, encourage them to discuss their answers in an open-minded, non-blaming way.

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1. Bourdeaux, R., & Bright, M. (2021). “You have to look at finances as a joint venture, whether or not you have a joint account”: Exploring strategies couples use to successfully communicate about money. Marriage & Family Review, 57(5), 422–441.

2. Dew, J. (2011). Financial issues and relationship outcomes among cohabiting individuals. Family Relations, 60(2), 178–190.

3. Dew, J., Britt, S., & Huston, S. (2012). Examining the relationship between financial issues and divorce. Family Relations, 61(4), 615–628.

4. Shapiro, M. (2007). Money: A therapeutic tool for couples therapy. Family Process, 46(3), 279–291.

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