Anchored Message Worksheet

This worksheet helps practitioners understand how to use the behavioral economics concept of “anchoring” in a goal setting conversation with clients. Anchoring means sharing information that may influence an individual’s behavior in one direction, without explicitly telling them what to do. (For example, posting a suggested donation of $10 for museum entry is an anchor – you do not have to donate $10, but many people likely will.) The worksheet addresses setting a savings goal, but the concept can be applied to any type of goal.