Financial Therapy

Connecting Financial Planners and Therapists

Emotions dealing with Financial Planner

 

84% of advisors report they have recently had to calm client nerves

"To be clear, your financial planner is not your therapist, But that doesn't mean they can't be therapeutic."
Emotions in money issues

one-third of the couples in marital therapy bring up financial stress or problems

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 6% of Americans have an addiction to spending money

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19% of U.S. adults in live-in relationships are hiding a checking, savings or credit card account from their partner
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72 % of Americans stressed over money during the past month
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19% of U.S. adults in live-in relationships are hiding a checking, savings or credit card account from their partner
How Financial Therapy Work:

consulting with clients to analyze their goals, risk tolerance,  life stages, and investment strategies

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