Psychology of Money

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Financial Planning Assn Journal

Laura’s Case: The Psychology of Money, the Psychologist and the Financial Planner

What emotional issues or personality traits are coloring a client’s financial situation? Financial advisors often run up against client behaviors that obstruct the client’s financial success. The authors of this article, a financial planner and a psychologist give an overview of a process they used to assess and advise one of the planner’s clients. They also discuss the benefits of consulting with a psychological therapist or counselor.

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