Publications – Dreihaus College of Business
Collaborating with a Financial Therapist: The Why, Who, What and How
Document Type
Article
Publication Date
2-1-2010
Abstract
Financial planning clients are seeking holistic solutions to their financial opportunities and challenges. Yet, few financial planners and mental health professionals work together to benefit clients. This article showcases a partnership between a financial therapist, trained as a psychologist, and two financial planners who have implemented an evidence-based model of financial planning drawing upon the behavioral finance, neureconomics, evolutionary psychology, and coaching literature.
Source Publication
Journal of Financial Planning
Recommended Citation
Maton, Cicily; Maton, Michelle; and Martin, William. (2010) Collaborating with a Financial Therapist: The Why, Who, What and How. Journal of Financial Planning.
https://via.library.depaul.edu/buspubs/106
Included in
Alternative and Complementary Medicine Commons, Business Law, Public Responsibility, and Ethics Commons, Finance and Financial Management Commons, Health and Medical Administration Commons, Insurance Commons
