Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists [NOOK Book]

Overview

This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health.

Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial ...
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Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

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Overview

This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health.

Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial planning, equipping financial professionals with techniques to enhance their effectiveness by working with both the exterior and interior aspects of a client s financial health. Integrated financial planning encourages you to think beyond the traditional boundaries of your practice and to serve clients far more effectively.

Includes a "Decision Tree" with guidelines for deciding when it is appropriate for planners to work with client's interior issues themselves and when it is appropriate to refer clients to or partner with coaches or therapists.
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Product Details

  • ISBN-13: 9781938130038
  • Publisher: National Underwriter Company
  • Publication date: 3/14/2012
  • Sold by: Barnes & Noble
  • Format: eBook
  • Pages: 268
  • File size: 6 MB

Meet the Author

Dr. Brad Klontz is the co-founder of Your Mental Wealth (TM) and CEO of Klontz Consulting Group. He is a clinical psychologist, addictions specialist, consultant, speaker, peak performance coach, researcher, author, and internationally recognized expert in financial psychology. He was recently awarded the 2009 Innovative Practice Presidential Citation from the American Psychological Association based on his creative developments of applying psychological interventions to help people with money and wealth issues and his innovative practice in financial psychology for practitioners across the country. Dr. Klontz is as former President of the Hawaii Psychological Association. He also serves as the President of Coastal Clinics, Inc. based in Hawaii, which provides psychological services to children and families through the Hawaii Department of Education and Department of Health. Dr. Brad Klontz is also a Principal Investigator and research associate for Northwest Media, Inc., which creates innovative social learning and educational products for at-risk youth, parent training, and service providers. In addition to being an accomplished researcher in the psychology of money, with Dr. Ted Klontz he co-authored the upcoming Mind Over Money, Wired for Wealth, The Financial Wisdom of Ebenezer Scrooge, and Facilitating Financial Health. He's also been featured on ABC News' 20/20, CNN, Good Morning America, and in The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Rocky Mountain News, Men's Health Magazine, Women's Health Magazine and hundreds of other national and international media outlets and professional magazines and journals.

Dr. Brad Klontz lives in Hawaii on the islands of Kauai and Oahu with his wife Joni.

Rick Kahler, MS, CFP is a fee-only financial planner, speaker, educator, and columnist. Rick is a pioneer in the emerging field of financial therapy, integrating financial planning and psychology.

In 2009 BusinessWeek named him one of the top 15 most experienced planners in the nation. In 2008, the Financial Planning Association(R) named him as a 2008 Financial Frontiers Awards winner. His firm is listed by Wealth Manager magazine as the largest financial planning firm in a seven-state region. He is also a past chairman of the South Dakota Investment Council, managing $6 billion.

His work and research has been featured or cited in scores of periodicals and books, including NBC's Today, ABC's 20/20 and Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, USA Today, Money magazine, BusinessWeek, and MarketWatch. He is a co-author of four revolutionary books on money, financial planning, and therapy: Facilitating Financial Health (NUCO 2008), Conscious Finance (FoxCraft 2007), The Financial Wisdom of Ebenezer Scrooge (HCI 2006) and Wired For Wealth (HCI 2009).

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