Searched: "Therapy informed financial planning"
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Your money stories and beliefs start with your Family-Of-Origin, which encompasses everyone on your family tree, even great grandparents and step-relatives. It is possible these people were deceased before you were born, or have been absent from the family, and yet, they can have an impact...
The topic of money in relationships is a touchy one, one that can lead to money fights. Money fights are when you and your partner have difficulty relating to each other and communicating around money. When discussing money, you may believe that your money expectations and goals are right and...
In my previous posts on Financial Wellbeing, I have defined it, discussed the practical and emotional side of finances, and explained the three stages of financial well-being. The question is, now what? What can you do to achieve financial health? First, it is important to under...
It is a process to improve your financial wellbeing and takes time and effort to get to the place where you are at ease with your money— where you feel secure in your future and happy with yourself and your financial situation. At times, before you get there, you can find yourself in a p...
As a financial therapist, I want to educate my clients on what financial wellbeing is, and what may be blocking them from reaching their financial goals. Financial planners and other industry experts have plenty to say about the topic, but I’m going to share from my perspective. In this...
When working with financial therapy clients, we delve deep into their emotions, where the emotions come from, and how they impact the client, relationships, and their financial future. We look at both the good and the bad, address them, and create a plan to move forward so they can find financial...
I can tell you as a Financial Therapist one of the key barriers I see to my clients’ financial wellbeing is SHAME. Professionally speaking, I consider shame to be the most destructive psychological forces we deal with as humans. The intense negative emotions it causes makes us feel unwort...
When people talk about financial wellbeing, many times they talk about their wealth, their portfolio, or their financial security. However, financial wellbeing is more than that. It has to do with your psychological and spiritual relationship with money and how it impacts your financial d...
Finding the Right Financial Therapist When you have decided that financial therapy is right for you, next comes the task of finding the right therapist for you and your needs. This is key to therapy being successful. You must form a relationship of trust with a therapist when discussin...
Financial therapists have a toolbox filled with skills they can use to help their clients. In my last post, I shared about the formal education required to become a Certified Financial Therapist, which is a very comprehensive, intense process. Additionally, through life experiences and o...