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

You have significantly increased my effectiveness in helping clients understand who they are, where they are, where they want to be and, most importantly, instilling the belief that they can get there... The Psychology of Money Coaching Program is a must, and I couldn't recommend it more highly.

Jeffrey Wheeler
President, The Wealth Collaborative

Your empathy training workshop was outstanding. You are a fantastic presenter and your material was rich with information. You have made me a better clinician, and I am grateful.

Daniel Franklin, Ph. D.
President, Franklin Educational Services, Los Angeles

Media / Keynote Talks

Custom Website Design by Razor Micro