Pre-Marital Financial Therapy
Starting off on the right financial foot with Financial Therapy from a licensed marriage and family therapist
A safe space for vulnerable conversations
High Net Worth families are similar in many ways to any other family — wanting to love each other and share values across generations. And … their position presents unique challenges that may benefit from a space to open up about their fears, hopes, and dreams as they navigate complicated questions together.
Scroll down to see four Money Beliefs Assessments for High Net Worth Families — these are to be used as Conversation Starters about the meaning of money in your relationships
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The purpose of this assessment is to understand your deep-seated beliefs about money. This assessment is a modified version of a money beliefs assessment that is specifically made for High Net Worth Individuals.
Click Here to take the assessment: Money Beliefs Assessment for High Net Worth Individuals
No answers are stored and you have the option of emailing the results to yourself or copying/pasting the results at the end if you wish (no emails are stored even if you choose to email yourself the information).
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This reflection blends two ideas: the beliefs you hold about what money means and attachment patterns (how you tend to seek closeness or independence with a partner, applied here to money).
Click Here to take the assessment of Money Beliefs & Attachment Style for High Net Worth Couples
There are no right or wrong answers, and differences between partners are normal and useful. Please use the results to get curious about each other, not to judge or label one another.
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The items on this assessment can be an excellent conversation starter for discussion between Adult Children and their parents about money beliefs and questions.
Click here to take the Money Beliefs Assessment for Adult Children of High Net Worth Individuals
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This short reflection helps teens and young adults notice their own beliefs and feelings about money, including family wealth. It is an educational conversation starter, not a test with right or wrong answers, and it is not a clinical, diagnostic, or validated instrument.
How to use it well: Consider taking it yourself first, or alongside your child, and then comparing notes. Let your child decide how much of their results to share. Please avoid using the scores to judge, label, or correct them. Every theme has strengths, and most people score high on more than one.
Click here to take the Money Beliefs Assessment for teenage or college-aged children of High Net Worth Individuals