September 2015 Quarterly Newsletter

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In This Issue...

  1. Message from the President
  2. First Friday Webinars
  3. AFCPE and FTA Partner for Live Pre-conference Event
  4. FTA Board of Directors Call for Applications
  5. Conference Summary
  6. Social Media Update
  7. Latest Research in Financial Therapy
  8. Spotlight on Financial Therapy
  9. FTA Upcoming Events
  10. Support the Development of financial therapy - Contribute!

Message from the President

On behalf of the Board of Directors, I send greetings from the Financial Therapy Association. In case you missed it, we held a wonderful annual conference in Los Cabos del San José, México. I left the conference feeling stimulated with new ideas, knowledge, and skills, and with new friends and colleagues. We owe a huge thank you to Marcee Yager, the chair of this year’s conference, as well as the entire conference committee for outstanding organization and programming.

Following the annual conference this year, the Board of Directors spent a considerable amount of time discussing the future of not only the field of financial therapy, but also the direction of FTA and how FTA will continue to lead. As part of this endeavor, we have initiated a Financial Therapist Task Force that is working on outlining core competencies of a financial therapist in order to answer questions like, “What does a financial therapist do?” and “Who can be a financial therapist?” These have been popular questions asked by consumers and by the media. The strategic planning committee is also working on new vision and mission statements. Our goal is to have (at least) drafts of these by the end of the calendar year.

Additionally, if you have not attended one of our webinars yet, you definitely should! We have had a great response to the first three webinars. Four countries have even been represented in these webinars! I want to give a special thank you to Susan Zimmerman who presented the second webinar in June on the topic of how to effectively utilize soft skills when talking about money. Susan has a wealth of knowledge and experience in this area and I am grateful that she was willing to volunteer her time.

Most recently, Rick Kahler and Dave Jetson presented on the topic of “conjoint financial therapy” and discussed the model they use with clients. Thank you to both of them for sharing their experiences of working together as a planner-therapist team (with one being a financial planner and the other being a mental health therapist).

Be sure to check out upcoming events including First Friday webinars and the preconference that Dr. Joe Goetz from UGA and myself will be presenting at the annual Association for Financial Counseling and Planning Association conference. We are excited to partner with AFCPE to hold this all day in-person event. CLICK HERE for more information and to Register.

Have a wonderful Fall!


Kristy Archuleta, PhD, LMFT
President, Financial Therapy Association
Associate Professor, Kansas State University

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First Friday Webinars

We are excited to introduce First Friday Webinars beginning in October! First Friday Webinars will allow you to consistently plan to attend a financial therapy related webinar on the first Friday of every month. Please note that times may vary a bit from month to month. The First Friday Webinar series will be kicked off by Dr. Sonya Britt from Kansas State University who will discuss physiological stress as it relates to money. Other upcoming webinars are Christine Moriarty who will present Money and Memory of the aging population on November 6, and April Benson who will talk on the topic of overshopping on December 4. Registration is required to attend. A small fee will be collected to help cover administrative and certification application costs.

AFCPE and FTA Partner for Live Pre-conference Event

FTA will host a pre-conference at the annual conference of the Association for Financial Counseling and Planning Association. Drs. Joseph Goetz and Kristy Archuleta will present Innovations in Practice: Using Solution-Focused and Cognitive Behavioral Techniques and Interventions to Transform Clients’ Money Behaviors and Overall Well-being. This interactive seminar will demonstrate how Solution Focused and Cognitive-Behavioral Therapies can be applied in mental health settings and in financial counseling and planning to move clients toward their goals. Register now for this innovative seminar that will be held November 17, 2015 in Jacksonville, FL at the Hyatt Regency Jacksonville-Riverfront. This event has been approved for CFP® and AFC® CEUs. An application to the Florida Board for CEUs has been made. Please check the website for updates. For more details and registration through AFCPE, CLICK HERE.

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FTA Board of Directors Call for Applications

The FTA Board of Directors is looking for highly motivated, enthusiastic professionals who can commit time and energy to develop the field of financial therapy. Four board positions will become open in 2016. Below is list of the board positions that will be available and the associated length of term:

  • 1 Mental Health Academic (3 year term)

  • 1 Financial Professional (3 year term)

  • 1 Mental Health Professional (3 year term)

  • 1 Student Member (Either Financial or Mental Health) (1 year term)

The current board is very active and giving of their time. Each member of the board is a busy professional, but each recognizes the importance of FTA and the development of financial therapy. To apply to be a board member, please complete the ONLINE FORM. We anticipate that applications will be due November 1. Notifications of fulfilled positions will occur in December and new board members will begin their terms on January 1, 2016. If you are interested, please watch for details!

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Conference Summary

The 2015 FTA conference in Los Cabos, Mexico was a retreat style meeting where attendees discussed financial therapy in the context of diversity and cultural competence. Dr. Ted Klontz gave us some great tools to use when working with clients during the preconference. Luis Barajas then gave an igniting keynote address about working with specific populations where he emphasized culturally informed money scripts and gave some pointers on cultural sensitivity. Dr. John Grable discussed the past, present, and future of FTA, and Dr. Jerry Gale finished it off with an amazing keynote address to tie it all together. Thank you to Marcee Yager, our amazing 2015 conference chair and the entire conference committee (Julie Fortin, Edward Coambs, Ally Degraff, and Dave Jetson) for your hard work and dedication in making the 2015 conferences one of the best yet! We can't wait to see all of you at next year’s conference! Be sure to visit our webpage and connect with us on Facebook, Twitter, and LinkedIn to stayed tuned for 2016 conference updates! 

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Social Media Update

If you have not noticed, the FTA's social media has taken off the past few months! If you have not done so yet, please like us on Facebook, follow us on Twitter, and connect with us on LinkedIn to stay in the loop!

The social media committee (Stephanie Zepeda, Derek Lawson, and Ally DeGraff) is combining with the marketing committee. The newly transformed committee led by Ally Degraff and Stephanie Zepeda plan to continue to improve FTA's social media presence and overall engagement with current and future members, the media, and consumers via other marketing strategies. In doing so, we are looking for additional marketing committee members. If you have a knack for marketing and/or social media and would like to get involved, please contact Ally DeGraff at

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Latest Research in Financial Therapy

All over the world, scholars and practitioners are reading the research and theoretical contributions to the field of financial therapy in the Journal of Financial Therapy (JFT). JFT is published two times per year and you can access it too by going to: The latest issue (Volume 6, Issue 1) was just published this summer.

This quarter, we highlight an article recently published in the latest issue (Volume 6, Issue 1) by Drs. Sonya Britt and Brad Klontz along with Racquel Tibbets and Linda Leitz from Kansas State University. In their article entitled, “The Financial Health of Mental Health Professionals,”, these scholars developed a new measurement tool, Klontz Financial Health Scale (FHS) and studied how mental health professionals compared to other occupations in terms of financial health. To read the full article, go to:

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Spotlight on Financial Therapy

In this newsletter, we spotlight Dr. Axton Betz-Hamilton. Dr. Betz-Hamilton teaches consumer studies courses at Eastern Illinois University, including Personal and Family Finance, Housing, and Consumer Issues. She conducts research on identity theft as well as financial abuse within families. Read more about Dr. Betz-Hamilton in the latest issue of the Journal of Financial Therapy. Click here:

Want to know what others like you are doing? The Journal of Financial Therapy features a practitioner and scholar who are members of the FTA in each issue. You could volunteer to be featured in future issues!

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Mark Your Calendars! Financial Therapy Association Upcoming Events

October 2 at 12 PM (Central), First Friday Webinar: Sonya Britt, Ph.D., CFP® will present The Influence of Physiological Stress on Readiness to Change and Goal Achievement. CLICK HERE TO REGISTER

November 6 at 11 AM (Central), First Friday Webinar: Christine Moriarty, CFP® will present Money and Memory. More details forthcoming.

November 17 at 8:45 AM - 4:30 PM (Eastern) in Jacksonville, FL: Joseph Goetz, Ph.D., AFC® and Kristy L. Archuleta, Ph.D., LMFT will present Innovations in Practice: Using Solution-Focused and Cognitive-Behavioral Techniques and Interventions to Transform Clients’ Money Behaviors and Overall Well-being. This is a pre-conference with Association for Financial Counseling and Planning CLICK HERE TO REGISTER (CFP® and AFC® CEU six (6) hours approved; Florida Board of CLinical Social Work, Marriage & Family Therapy, and Mental Health Counseling CEU application in process)

December 4 at 11 AM, First Friday Webinar (Central): April Benson presents on the topic of overshopping. More details forthcoming.

Stay tuned for details about the 2016 annual conference to be held sometime between April and May next year. A call for proposals will be coming this fall! 

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Support the development of financial therapy - Contribute!

The success of the FTA is made possible by volunteers and financial contributions. Financial contributions are tax-deductible and can be made in any size. Please go to: We greatly appreciate your support!

Join and Contribute - Volunteer and Help Grow the Field!

FTA is an awesome organization that was founded by people who have a passion for helping people meet their financial goals, change harmful financial behaviors, and increase financial well-being. We depend on professionals who recognize that interpersonal and intrapersonal aspects are key factors in optimal financial health and who share this same passion. If this is you, I encourage you to get plugged in by joining and volunteering and help develop the field of financial therapy. This is an exciting time to be a part of developing something new!

There are a number of ways to get involved! You can start by contacting our administrative office at or calling 727-940-2658 x 2003. Ways to get involved are:

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Financial Therapy Association | PO Box 655, Tarpon Springs, FL 34688 | (727) 940-2658 x 2003