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

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Jeff Auerbach, Ph.D.
Founder, College of Executive Coaching - Ventura, CA

Your presentation gave them invaluable real-life examples of simple, but effective strategies they can use to control their negative emotional reactions to stressful events. The explanation of Prosperity Thinking vs. Poverty Thinking will no doubt stay in their consciousness and give them perspective when they feel overwhelmed by the tidal wave of bad news that bombards us on a daily basis.

Dion M. Collins, CFP
Collins Advisory - Fullerton, CA

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