Publications – Dreihaus College of Business
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.
Alternative and Complementary Medicine Commons, Business Law, Public Responsibility, and Ethics Commons, Finance and Financial Management Commons, Health and Medical Administration Commons, Insurance Commons