Prioritizing Financial Education in Your Practice
When people think about financial education, they may think of lessons in basic personal finance—such as the curriculum high schools… Read More
Financial Wellness
Financial wellness is a positive state of being resulting from a healthy relationship with money and the impact it has on other aspects of life. Financial professionals who understand the way finances are connected with physical, mental, spiritual, and relational health can have a greater impact by improving an individual’s overall wellbeing.
Advancing Women in the Financial Services Industry
Today, women control a third of total U.S. household financial assets, and by 2030 they are expected to control much… Read More
Employers Support Expansion of Financial Wellness for Employees
The pandemic has created what might be the perfect storm for employer-sponsored financial wellness benefits. Not only did Americans find… Read More
Understanding Women’s Financial Barriers Improves Access to Financial Planning
Financial professionals, especially those who have been planners for a long time, may be accustomed to working with traditional couples—a… Read More
Love and Money in Relationships: Helping Partners Improve Financial Transparency
Money has been a top stressor for Americans for the past decade. This financial stress has a tendency to permeate… Read More
Best Practices for Introducing Financial Therapy to Clients in Need
My own financial journey led me to a fascinating and fulfilling career as a marriage and family therapist specializing in… Read More
Expanding Your Planning Practice with Financial Psychology
Financial planning has become about a lot more than helping people retire comfortably. While that may still be a primary… Read More
Financial Fights: How to Help Your Clients Work Through Them
For most of us, the way we discuss money today comes from our parents or guardians and how they were… Read More
Borrowing Techniques from Financial Therapy to Improve Client Outcomes
The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More
Your Clients Want to Talk About Financial Wellness
As a financial professional who studies and promotes financial wellness as a means to attain overall well-being, it comes as no surprise… Read More
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