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Learn to Change Destructive Money Beliefs and Behaviors that Stand in the Way of Financial Health
 
Distinctly one-of-a-kind, this unique publication focuses on both interior and exterior aspects of financial health goals—helping students understand the root problems that are commonly encountered when dealing with financial issues that affect clients' mental health, relationships with their spouses, and their ability to achieve financial planning goals.

Comprehensive yet concise, this newly updated handbook integrates tools from the fields of psychotherapy, life coaching, and financial planning for future client interaction—with an emphasis on specific methods and real-world techniques.

Students Will Find This Handbook to:
Uniquely address money-driven problems faced by financial planners and mental health professionals with the perspectives from both fields.
Offer the best techniques from both the mental health and financial planning fields.
Help them recognize when to call in help from outside their own field when dealing with clients' financial issues.
Include tips on working with individuals and couples on difficult financial health topics.
Facilitating-Financial-Health-2nd-Cover-M
Facilitating Financial Health,
2nd Edition

By Brad Klontz, Psy.D., CFP®,
Rick Kahler, MS, CFP®, ChFC, CCIM,
and Ted Klontz, Ph.D.
Product #: 7370002
ISBN: 978-1-941627-87-7
Format: Paperback, 6" x 9"
Page Count: Approx. 260
Pub. Date: May 2016

 
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To Secure Your Comp Copy Today!
 
 
New to this Edition:
Modern counseling tools are presented with references to updated research and publications for both financial planning and mental professionals, including the changes in the DSM-IV.
A more comprehensive description of common Money Scripts—beliefs that hamper the ability to make sound financial planning decisions and follow through on goals.
There is updated ethical information, including references to new CFP ethical guidelines.
The chapter on integrated financial practice has been enhanced.
This edition includes new tools for working with couples, including nontraditional and unmarried couples.
Give students this expanded set of tools for creating and maintaining financial health-helping them move clients towards balanced and healthy financial lives by combing the interior, emotional aspects of finance with exterior financial knowledge.
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