Customer Reviews

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

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The books is very easy to understand and hits core issues with behavior and money. The interior and exterior of it, and ways to approach getting to the facilitating of both. Approaching money with only the practical aspect does not work as effectively as when you use both inner and practical applications and approaches.

Great book. Great read. Great guidance.

I am a psychologist in San Diego with a practice focused on Financial Health.

This book provides a great deal of practical advice and wisdom for practitioners in this field.

John McConnell, PhD,
PSY10673
San Diego
www.JohnMcConnellPhD.com

Facilitating Financial Health presents a theory of financial therapy and provides concepts and tools to help financial professionals integrate evidenced-based psychological strategies for helping clients break through resistance to change and take action to improve their financial health. I highly recommend this book.

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.