Advisor Resources
Practical Tools for Financial Professionals
As advisors, we understand that financial planning also means getting to know the people behind the numbers. Every client brings their own personality, story, and goals to the table. The resources below are designed to help you start meaningful conversations, build stronger relationships, and give families confidence as they make financial decisions.
Our Resources
The Five Money Personalities Assessment
A simple tool for discovering how clients naturally view and handle money. Advisors can use the assessment to better understand personality-driven tendencies that shape financial decisions and conversations.
The Five Money Personalities Coach Certification
The Five Money Personalities (Book)
This book introduces the core framework of the Five Money Personalities. Advisors can use it as a foundation for understanding client behaviors and helping couples work through financial differences with greater clarity.
The Five Family Money Conversations (Book)
This book offers practical ways for families to talk about money at every stage of life. Advisors can draw from it to guide clients through key milestones — from early lessons with children to preparing for retirement together.
Discover Finances Deck
An interactive card deck designed to spark conversations between couples and families. Advisors can use it to uncover values, priorities, and habits in a way that feels approachable and builds stronger client connections.
The Millionaire Marriage Podcast
A podcast exploring how money impacts relationships. Advisors can recommend episodes to clients who want to improve communication, or listen themselves for deeper insights into the personal side of financial planning.
