Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

by Brad Klontz, Rick Kahler, Ted Klontz

With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners. The authors, two mental health professionals and a CFP®-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money. This concise yet comprehensive Guide enables financial planning and mental health practitioners to effectively integrate tools from the fields of psychotherapy, life coaching, and financial planning as they help their clients change destructive financial behaviors. Facilitating Financial Health, 2nd Edition will enable you to: •Address your clients’ money-driven problems, from both financial planning and mental health perspectives •Learn the best techniques and recognize when to call in help from outside your field when dealing with clients’ financial issues •Focus on both interior (emotional and intangible aspects of money) as well as exterior (the tangible “nuts and bolts” of financial planning) financial health topics •Explore “Money Scripts” – beliefs about money commonly held by clients, financial planners, and therapists that can lead to destructive financial habits •More effectively work with individuals and couples on difficult financial health topics In addition to everything that made the 1st Edition so popular, this new 2nd Edition delivers these enhancements: •Modern counseling tools are presented with references to updated research and publications for both financial planning and mental health professionals •A more comprehensive description of “Money Scripts” – beliefs that hamper clients’ abilities to make sound financial planning decisions •Updated ethical information, including references to new CFP® ethical guidelines •A newly enhanced chapter on creating an integrated financial practice •New tools for working with couples, including tips on working with nontraditional and unmarried couples •Content that has been enhanced by readers about the kinds of money-driven relationship issues that are the most commonly seen by planners and clients alike

Genres: Finance, Psychology, Personal Finance, Money, Nonfiction, Business

272 pages, Paperback

First published May 1, 2008

Reviews

[Kristian · Rating 4 out of 5]

Really great book for practical practices and tools! The authors made it interesting. Will be referring back to it often.

[Halpern Financial · Rating 4 out of 5]

Quick and easy to read, this textbook concentrated a wide breadth of information into a small space. Our firm came away with several takeaways to understand where clients are coming from and to help guide them toward healthy financial behaviors. The textbook includes resource pages that advisors are encouraged to use with their own clients.

[Saul Gonzalez · Rating 5 out of 5]

Very inspiring and brings a new light to financial coaching and how therapy and financial planning emerge to help people become more aware of their behaviors. How to change their negative thinking and emotions and how to begin to help people become more empowered!