Financial Therapy
What is Financial Therapy
Focusing on the Financial and Mental well-being
The transdisciplinary for advancing mental, financial, and relational well-being
What is a Financial Planner
Financial Planners are licensed to give investment advice and develop comprehensive financial and wealth management plans
How Can a Financial Planner be a Resource
consulting with clients to analyze their goals, risk tolerance, life stages, and investment strategies
process informed by both therapeutic and financial competencies that helps people
How Financial Planning & Financial Therapy Correlate
High levels of debt and insufficient funds to pay off the debt
Unexpected loss of income or assets
Increase in financial responsibilities, such as costs associated with caring for a new child or sick family member
Differences in spending habits or values between people who share income
Compulsive spending or gambling
Bankruptcy or foreclosure
“Understanding that you can make the perfect plan on paper, but if you have hang ups about money, anxieties and fears about money, you’re not going to make that plan work.”
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