With this combined approach informed by both therapeutic and financial competencies, financial therapists are equipped to help people reach their financial goals by thoughtfully addressing financial challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined. 

Webinar: October  4, 2019 at 1 p.m. EST

Home-Work: When Your Client Experiences Conflict in a Family Business

Planners and therapists often serve clients who co-own a business with their spouse or family members. The boundary between business finances and personal finances, as well as business and personal relationship dynamics, can become too permeable in family businesses.

Therapists and financial planners using financial therapy are perfectly positioned to support the financial and relational dynamics that overlap in relationships of members of a family firm. We will discuss money scripts as a tool to help clients and their family firm partners uncover the underlying money management beliefs each partner holds. We will present interventions practitioners can use to help clients communicate. These will aid financial therapy practitioners in their work with family firm clients by helping these clients and their partners better understand each other to negotiate a common plan for their business and family finances.

Presenters:  Josh Harris, Rick Kahler, Megan McCoy, Stefanie Pickard, Rob Stephens

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Become a Member of the Financial Therapy Association and join a dynamic group of professionals and scholars. Help us continue the important work of building this new field!

Benefits of Membership:

  • Receive the newest issues of the The Journal of Financial Therapy publication right to your inbox
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  • Obtain discounts on FTA’s conference events
  • Explore interesting monthly webinars at a discounted rate
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  • Impact others by helping develop the growing field of Financial Therapy
  • Gain access to financial therapy tools and resources
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What's New in Financial Therapy Research?

Journal of Financial Therapy
Volume 9, Issue 1