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.
Journal of Financial Planning
Maton, Cicily; Maton, Michelle; and Martin, William. (2010) Collaborating with a Financial Therapist: The Why, Who, What and How. Journal of Financial Planning.
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