YMS starts the conversation with openness, flexibility, and ease.
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The YMS System

The YMS Assessment Package For Professionals

YOU CAN identify money behaviors and styles to initiate stress-free money talk.
Developed by a psychotherapist and a CPA, YMS is a simple self-scoring quiz that identifies our natural style with money, the way we engage with finances and our financial world. Differing from traditional money profiles, YMS focuses on strengths rather than weaknesses; the starting point for open and productive money conversations.

Results identify 4 primary money styles that characterize the different money perspectives we all have. It's simple, fun and easy to use; designed for immediate application. Testing and scoring is less than 10 minutes with recommended discussion one hour to a lifetime.

Uses: Life planning, financial and investment planning, corporate and non-profit budgeting. Can be used by financial professionals, coaches, OD consultants and therapists.

* The YMS Package includes the Quiz, Answer Guide, Training Manual and Quick Reference Guides

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The YMS System Also Includes:


YMS Quick Reference Guides

Learn how to connect and work with the four primary money styles using these Quick Reference Guides. You will receive tips for what to do and what not to do, style’s strengths and weaknesses, and basic Do’s and Don’ts. Each guide is a ready reference for quick access on how to work effectively with every style.

Purpose: To increase ability and effectiveness in working with all money styles.

Use: Life planning, financial and investment planning, corporate and non-profit budgeting. Can be used by financial professionals, coaches, OD consultants and therapists.


YMS Training Manual

Along with the Quick Reference Guides this manual will help you immediately start using YMS with both new and established clients. It will deepen client relationships with understanding and trust.

Purpose: To learn the psychological theories behind effective client relationships.

Use: Life planning, financial and investment planning, corporate and non-profit budgeting. Can be used by financial professionals, coaches, OD consultants and therapists.