Psychology of Money

Press

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.

You can download a copy of this press article in Adobe PDF format.
Psychology of Money Training

Testimonials

Dr. Jim Gottfurcht delivered a dynamic and uplifting presentation at the Financial Planning Association. His insights and proprietary techniques for guiding clients through tough times are as reassuring as they are effective. As President of FPA-LA and as a wealth manager myself, I appreciate and value his guidance in my own client practice.

Eric Bruck
Principal, Silver Oak Wealth Advisors, LLC

Dr. Gottfurcht created such a safe environment for the people to share their thoughts and feelings that I had meaningful connections with many people in the class. It has significantly improved my communication with my wife, my children, my friends, and the people I work with. This empathy class is highly valuable for people of all levels of ability of communication.

Michael Sather
Senior Project Leader, American Honda, Torrance, CA

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