The Financial Attitudes and Practices Tracker is a self-assessment tool designed to help individuals evaluate their financial habits and attitudes over the past month. By tracking these behaviors regularly, you can gain insights into your financial management practices, identify areas for improvement, and reinforce positive habits. This tracker uses a 5-point Likert scale to assess how often you engage in specific financial practices, such as budgeting, saving, and avoiding impulse purchases. Your responses will provide valuable information to help you achieve financial stability and reach your personal financial goals. Use this tool to reflect on your recent experiences and make informed decisions to enhance your financial well-being.

Developed by Dr. Hal Baumchen, PsyD, LP, LADC, this tracker is formatted for easy daily or weekly use. Clients complete it independently between sessions and bring it in for review, giving clinicians a concrete picture of what’s happening outside the office – patterns and triggers a single-session snapshot can miss.

How clinicians use it: for symptom monitoring over time, to identify triggers that inform the treatment plan, to measure progress with real data rather than recall, and as a shared clinical record completed by the client and reviewed together.

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