The Role of Financial Psychology in Financial Planning Today
As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More
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Financial Psychology
Financial psychology deals with the complex relationship we all have with money. Financial planners who understand a client’s emotional connection to their money, and the way their relationship to money has developed over time, can deliver greater peace of mind through more impactful, personalized services.
Financial Stress in Marriage: 4 Ways to Make Money Talks Less Difficult
For many couples, taking a close look at finances together is a recipe for stress. Nearly 3 in 4 married… Read More
6 Values Exercises to Enhance Financial Planning for Couples
Money is a major stressor for Americans, and fighting about it has proven to be a predictor of divorce.1,2 Conversely, couples… Read More
Couples’ Biggest Money Hangups and How a Financial Therapist Can Help
One in five couples say money is their biggest relationship challenge, and as a financial therapist, I see how that statistic… Read More
Master the Family Meeting for Estate Planning Success
Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades1, there’s… Read More
Helping Clients Find a Deeper Meaning for Their Money
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More
Conflict Resolution in Financial Planning
There’s no denying that couples argue about money. As a financial professional helping couples plan for the future, you have… Read More
Advisor Self Reflection Is Key to Understanding Money Biases
As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More
3 Ways to Weave Gratitude into Your Financial Planning Practice
For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More
Cultural Humility in Financial Planning
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More
Nudging Financial Planning Clients in the Right Direction
You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More
Couples & Clashing Values: A Practical Guide
Download our latest eBook and get practical strategies for navigating money conflict between couples.
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