Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists eBook

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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.

This is a digital product.

Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists is written by Brad Klontz and published by The National Underwriter Company. The Digital and eTextbook ISBNs for Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists are 9781938130038, 1938130030 and the print ISBNs are 9780872189621, 0872189627. Additional ISBNs for this eTextbook include 9781938130700.