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This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health.
Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial planning, equipping financial professionals with techniques to enhance their effectiveness by working with both the exterior and interior aspects of a client s financial health. Integrated financial planning encourages you to think beyond the traditional boundaries of your practice and to serve clients far more effectively.
Includes a "Decision Tree" with guidelines for deciding when it is appropriate for planners to work with client's interior issues themselves and when it is appropriate to refer clients to or partner with coaches or therapists.
320 Pages. Available May 2008.
Praise for Facilitating Financial Health
"This is an essential handbook written by some of the most experienced and eloquent experts in the new field of Integrated Financial Planning. Reading Facilitating Financial Health is like taking a multi-day workshop with master facilitators. Each chapter contains fresh insights into client challenges and practical how-to s for facilitating positive change."
Susan Bradley, CFP®
Founder of the Sudden Money Institute
"Facilitating Financial Health provides the knowledge, tools, and guidelines needed to be a catalyst of positive change. I highly recommend this book."
Carol Anderson, M.S.
Founder and President, Money Quotient
"Facilitating Financial Health is a book to help the helpers financial professionals, debt counselors, life coaches and psychotherapists to help their clients."
Richard Trachtman, Ph.D.
Director, MORE Services for MOney & RElationships
"If you want to help clients overcome destructive financial habits and dysfunctional belief systems, then this book will be an invaluable resource. A must read for all change agents!"
David B. Yeske, CFP®
Past President, Financial Planning Association
"This is a must read for any professional helping a client on a life or money issue, as these issues are so intertwined."
Hugh Massie
Author of Financial DNA:
Discover Your Unique Financial Personality for a Quality Life
"No financial planner, money coach, debt counselor, or money therapist should be without this valuable resource."
April Lane Benson, Ph.D.
Founder, Stopping Overshopping, LLC
"Klontz, Kahler, and Klontz, regarded as pioneers in the field of money matters, offer us long overdue insights into helping our clients understand and change their self-destructive money behaviors.
Courtney Pullen, M.A., LPC
CEO, Pullen Consulting
"An exciting exploration of the interface between two dynamic fields finance and psychology."
Pat DeLeon, Ph.D., J.D.
Former President, American Psychological Association
- Sales Rank: #153210 in Books
- Brand: Brand: National Underwriter Company
- Published on: 2008-05-01
- Ingredients: Example Ingredients
- Original language: English
- Number of items: 1
- Dimensions: 9.02" h x .56" w x 5.98" l, .80 pounds
- Binding: Paperback
- 320 pages
- Used Book in Good Condition
Most helpful customer reviews
2 of 2 people found the following review helpful.
Excellent overview for Fin Health Help
By MarcoinMO
Probably the most concise and clear books I've read on financial health with a wealth of relevant information. I wish this book had been the required reading for my financial counseling course in college.
2 of 2 people found the following review helpful.
Excellent book for financial planning professionals
By Debbie in Lakelands
This is an excellent book for financial planning professionals. As a registered investment advisor and comprehensive financial planner, I found this book to be invaluable to enhancing my practice. I believe that I have better tools for working with clients and their emotional/psychological issues relating to money. Since we all seem to bring out own special emotional connections to money, it's important for a financial advisor to know how to help clients flesh these out - and when an advisor should bring in a therapist. I am looking forward to reading other books by the Drs. Klontz and Rick Kahler to help me learn how to provide better financial life planning and serve my clients with integrity.
1 of 1 people found the following review helpful.
Tools to Change Lives
By Michael F. Kay
Financial advisors...pay attention, you need this book and the information & methodology. Even if you already have a life planning practice, this resource is valuable. Thank you Brad for creating this excellence resource.
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