A complete system of structured self-knowledge tools designed to work alongside your advisory practice. Your clients do the naming work on their money beliefs, spending shame, and relational conflicts before they sit down with you. You spend the session on the plan, not excavating the person.
Every plan you build is only as good as the beliefs underneath it. When clients name their money story before the meeting, you spend your time building strategy — not untangling the emotional history that is quietly overriding every recommendation you make.
Hundreds of titles across workbooks, journals, conversation guides, and card decks. Each title is a structured set of questions built on dozens of behavioral and financial frameworks and designed to produce a document your client can sign and act on. The questions surface what money means to them — and what beliefs are quietly running their financial decisions.
Hands-free guided experience. Your client listens, pauses, answers, continues. Completable in the car, while walking, while making dinner. We remove every obstacle between assignment and completion — including the ones rooted in financial shame.
Complete any workbook directly in the browser. Answers saved, organized, and ready to export. No printing, no scanning. The client works at their own pace, in the quiet hours, when the defenses are down and the honest answers come through.
Assign titles and chapters to clients. See what they have chosen to share. Pattern summaries that accompany your client record. The only step required of you: approve the assignment.
One question at a time, with context and support at each step. You can customize the guided fill experience with your own voice and your own scenarios — so what your clients receive reflects the quality and approach of your practice.
For clients who prefer paper. Every workbook has a print edition. Companion journals extend the work into daily practice. Clients photograph and digitize their responses with Iris codes when they are ready to share.
Enter your meeting notes. The system recommends titles and chapters for that client. You approve with one tap. Your client receives a notification and can begin immediately — while the conversation is still warm.
Chapter 2: What you bring
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Deploy your custom client discovery workbook. Your client names their money story, their financial fears, their spending patterns, and the beliefs they inherited from their family of origin — before they sit across from you. Your first meeting starts from substance, not from "so, what brings you in today."
Every advisor has clients who intellectually understand the recommendation and emotionally cannot follow it. The Financial Naming Workbook surfaces the belief that is overriding the plan. Name the belief, and the plan can move. Leave it unnamed, and the same conversation repeats forever.
Divorce, a first home, a child starting college, a debt that became a source of shame. Life events are financial events with an emotional layer underneath. These titles give clients structured language for both layers — so they can walk in ready to work with you, not still sorting out how they feel.
Your counselor Erin has assigned 3 chapters from The Partnership Workbook. Tap to begin.
Marcus & Janelle Okafor, 36 & 34 — Houston
Married six years. Two incomes, two completely different relationships to money. Marcus saves compulsively — raised by parents who lost everything in 2008. Janelle spends relationally — money is how her family expressed love. Neither of them knows this about themselves. They just know they fight about money every time a large purchase comes up.
"He says I'm reckless. I say he's strangling us. Our advisor says we need to talk — but we don't know how to start."
Their advisor assigns The Financial Naming Workbook to both Marcus and Janelle independently, then schedules a second meeting two weeks out. Each completes their own workbook. Marcus names the 2008 pattern for the first time — not as paranoia, but as a specific set of beliefs about financial safety that were formed by a real event. Janelle names the relational spending pattern her family passed down. Both produce a signed Money Belief Record. Their advisor now has two documents that show exactly where the couple's financial conflict comes from. The meeting is not a mediation session. It is a planning session with context.
For your practice: The workbook turned a recurring money conflict into named, documented positions — and gave their advisor a foundation for a plan both partners can commit to.
Browse The Financial Naming WorkbookPriya Nair, 28 — Seattle
First-generation college graduate. $47,000 in student loans. She makes $68,000 a year at a tech company and feels so much shame about the debt that she has not opened her loan statements in eight months. She found an advisor through her company's financial wellness benefit — but walked into the first meeting convinced she was not the kind of person who "gets to" have a financial plan.
"I know I should be handling this. I just can't make myself look at it."
Her advisor assigns Money Work and Worth before their second meeting. Over ten days, Priya names where the shame came from — a family that never talked about money, a culture that treated debt as moral failure, and a story she had been telling herself since graduation that she had already ruined her financial future. She produces a signed Worth and Work Record: her money story named, her debt separated from her value as a person, and the first concrete decision she has made about her finances in two years. She opens the statements the day after she finishes the workbook. She walks into the second meeting ready to plan.
For your practice: The workbook gave Priya the language to separate debt shame from financial reality — and gave her advisor a client who could engage with the plan instead of avoiding it.
Browse Money Work and WorthTheresa Alvarez, 44 — Phoenix
Divorce finalized four months ago. Theresa managed the household for sixteen years while her husband managed the money. She has a settlement, a house she is keeping, and no idea what she owns or what she needs. Her attorney referred her to a financial advisor. She arrived at the first meeting unable to answer basic questions about her own finances — not because she was unintelligent, but because she had never been given access.
"I signed things for sixteen years. I don't know what any of them meant."
Her advisor assigns The Financial Naming Workbook and Money Work and Worth before their second meeting. Theresa completes both over three weeks, at her own pace, through the interactive audiobook during her morning walks. She names what she knows, what she does not know, and what she is afraid of finding out. She produces two signed documents: her Money Belief Record and her Worth and Work Record. She discovers, mid-workbook, that her relationship to financial decisions was shaped entirely by the dynamic in her marriage — not by any lack of capability. She walks into the second meeting with questions instead of apologies.
For your practice: The workbooks moved Theresa from financial avoidance to active participation in her own planning — and gave her advisor a client who could build instead of just recover.
Browse the Financial Naming WorkbookYour best-practice discovery process combined with our structured question methodology becomes a custom client companion to your advisory practice. Your logo on the cover, your name on the spine. Delivered via interactive audiobook, digital fill, or print. Completed at the client's own pace before the first meeting. By the time they sit down, you already know what beliefs are in the room with you.
Your clients see your practice. They experience our methodology combined with yours. The custom discovery workbook positions you as more thorough, more premium, and more prepared — before the first meeting has begun.
The full catalog is available to your practice. Each card below shows what the title contains, which client to give it to, and when to assign it. Every title produces a document your client can sign and act on — a named position they can bring to a meeting, discuss with a partner, and use to make real decisions.
Clients in divorce financial transition arrive carrying grief, resentment, and a settlement they may not fully understand. These titles give them structured language for what they own, what they owe, and what they are rebuilding — so they can engage with a financial plan instead of still processing the dissolution.
Name the money beliefs that formed inside the marriage — and separate them from the financial decisions that need to be made now.
For clients whose financial identity was defined by the relationship — and who need to reconstruct their sense of financial capability and worth independent of a partner.
One income where there were two. The budget reality has changed. This workbook gives clients a structured process to map the new numbers without catastrophizing.
Assign through the dashboard. Client receives a notification, completes in the browser, shares what they choose. No friction between assignment and completion.
Hands-free completion. Client listens, pauses, answers. Particularly effective for clients who avoid written financial work because it triggers anxiety.
Order in bulk at volume pricing. Keep copies at your office. Companion journals extend the work into daily tracking and habit formation.
We agree to:
From The Partnership Workbook's charter pages. Your words go here.
8:00 AM — Rafael opens his facilitator dashboard before his first call. Three clients completed their assigned workbooks overnight. He reads what they chose to share — their own words, in their own time, with the kind of specificity that only comes when the pressure of a meeting is not in the room. He already knows what beliefs he is going to be working with before anyone calls in.
9:00 AM — A couple in their late thirties. He had assigned The Financial Naming Workbook to both partners two weeks ago. They completed it separately. The husband named a deep-set scarcity belief rooted in his parents' job losses. The wife named a pattern of relational spending she had never examined before. Rafael does not spend forty minutes mediating a money argument. He spends fifty minutes building a plan on two named positions.
10:30 AM — A first-time homebuyer. She completed How to Buy Your First Home via interactive audiobook during her morning commute. She arrives with a signed Home Purchase Plan: what she can afford, what she needs, and what she is willing to flex on. Rafael skips the exploratory conversation and goes straight to the mortgage structure that fits her named criteria.
12:00 PM — Over lunch, Rafael opens the AI recommendation panel. Based on his morning meeting notes, the system recommends specific chapters from Money Work and Worth for the couple — the sections on separating spending patterns from relational meaning. He approves with one tap. Both clients get a notification this afternoon.
1:30 PM — New client intake. Referred by a family law attorney — divorce finalized six months ago. This client already completed Rafael's custom discovery workbook before the call. He has her financial picture, her named fears, and her starting position before the handshake. The first meeting starts from the plan, not from the paperwork.
3:00 PM — A client with a teenager starting junior year. Rafael assigns How to Navigate Financial Aid. The client can work through it at his own pace — and share a section with his son so they can have the college money conversation before anyone panics.
4:30 PM — End of day. Rafael reviews his export summary. Two clients shared new responses. The AI companion flagged a pattern across one client's workbooks — her stated savings goals and her named spending drivers are in direct conflict. Tomorrow's meeting just got more focused.
Five clients. Every meeting started from named material. That is a Tuesday with Purpose Built Press.
Clients arrive with stated goals and unstated beliefs. The first twenty minutes are spent catching up, reassuring, or navigating the emotional weather system that has been building since the last meeting. The plan is sound, but something underneath keeps overriding it. The same conversation repeats. The advisor suspects a belief is running the behavior but has no structured way to surface it. Progress is slower than it should be.
Clients arrive having named the belief that has been overriding the plan. They bring language, specificity, and a signed document that represents their actual position — not their stated one. Meetings can go deeper, faster. What they produce between sessions is something they can show a partner, reference six months later, and use as the foundation for every financial decision going forward. More follow-through. More confidence. More referrals, because the process is something they can describe.
CRM integration is coming in Q1 2027, starting with the platforms where independent and enterprise advisory practices already live. When a client shares their workbook responses, a record can flow directly into your CRM with the fields you configure — financial history, stated goals, belief patterns, and relationship dynamics. Until then, the facilitator dashboard and predefined export templates give you complete control over how client work flows into your practice.
Contact enrichment, opportunity notes, and task creation from shared client responses. Workbook completion triggers can create follow-up tasks automatically in your Wealthbox workflow.
Client activity records updated when shared responses arrive. Named beliefs and financial positions can populate custom fields in Redtail — so the person behind the plan is visible in your client record.
Full relationship and household record enrichment. Shared workbook data can map to Financial Account, Client Profile, and custom Financial Life Event objects — connecting the human story to the financial picture.
These are self-knowledge tools, not therapeutic interventions and not financial advice. They do not constitute counseling, therapy, or investment guidance. Contact us for a scope-of-practice statement for your compliance file.
| 10–24 | 25–49 | 50–99 | 100–249 | 250+ |
|---|---|---|---|---|
| 15% | 20% | 25% | 30% | 35% |
Dozens of behavioral and financial frameworks, applied at the right depth for each title. Every product produces a document your client can sign and act on. 30-Day Guarantee. If this does not start the conversation you need, send it back. Physical editions only.
Upload your logo. Choose your discovery questions. We build it. Your clients complete it before the first meeting — and you walk in knowing what beliefs are in the room. Start now →
Pick one title, assign it, see what your client brings to the next meeting. The Financial Naming Workbook can be deployed to any client in your practice, for any presenting concern. Browse →
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