Become a Money Habit Mentor

Is Money Habit Mentor the right fit for your coaching practice?

Money Habit Mentor is designed for people who are already coaching clients and want a clear, structured way to support money behavior and habit management.

This short quiz will help you determine whether Money Habit Mentor aligns with:

How you already work with clients
The kind of outcomes you want to create
The role you want money coaching to play in your practice

This takes about 3–5 minutes. There are no trick questions — the goal is clarity and fit.

Before we begin, please share your contact details.

First name

Last name

Email address

Phone number

I agree to receive updates about Money Habit Mentor. Your information is kept confidential and will never be shared with third parties.

Which best describes your current work?

I currently run a coaching practice

I currently manage people's personal finances (e.g accountant, financial advisor, wealth manager, etc.)

I coach clients as part of a broader service (consulting, advising, etc.)

I facilitate workshops or group programs

I'm planning to start coaching but haven't yet

Who do you currently work with as a coach?
Select all that apply

Business owners

Individuals or households

Teams or groups

A mix of the above

What best describes the kind of coaching you primarily do?

Behavior, habits, and accountability

Mindset and decision-making

Financial education paired with coaching conversations

Systems, implementation, or done-for-you work

Other

What interests you most about Money Habit Mentor?

A framework to support money behavior change

Better coaching conversations around money

Helping clients build consistent, healthy money habits

A supplemental way to deliver Profit First for clients

How do you see Money Habit Mentor fitting into your current work?

As a coaching layer that strengthens what I already do

As a structured framework I can integrate into sessions

As a mindset and habit tool for clients

As a replacement for my current services

Please review the statement below and choose the option that best fits.

Money Habit Mentors focus on coaching money behavior and habits. Note that you may apply for BOTH Money Habit and Profit First certifications. They do not implement the Profit First systems or represent themselves as Profit First Professionals.

I understand, and this aligns with how I work

I was hoping for something more implementation-focused

In one or two sentences, what kind of change do you most want to help your clients create around money?

Does your business operate in one of the following countries?

Australia/New Zealand

Canada

Germany/Austria

Netherlands/Belgium

United Kingdom

None of the above

You’re likely a strong fit for Money Habit Mentor

Based on your responses, Money Habit Mentor appears to align with:

The coaching work you already do
The financial advisory work you already do.
Your focus on behavior, habits, and mindset
How you want to support clients around money

The next step is to review the program details and confirm whether this feels like the right addition to your practice.

For professionals who want to lead the next evolution of financial guidance

This may not be the right fit — and that’s okay

What Certification Includes

This isn't just another certification