Book description
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 an essential
handbook written by some of the most experienced and eloquent experts in
the new field of Integrated Financial Planning. Reading Facilitating
Financial Health is like taking a multi-day workshop with master
facilitators. Each chapter contains fresh insights into client
challenges and practical how-to s for facilitating positive
change." Dr. Brad Klontz is the co-founder of Your Mental Wealth
(TM) and CEO of Klontz Consulting Group. He is a clinical psychologist,
addictions specialist, consultant, speaker, peak performance coach,
researcher, author, and internationally recognized expert in financial
psychology. He was recently awarded the 2009 Innovative Practice
Presidential Citation from the American Psychological Association based
on his creative developments of applying psychological interventions to
help people with money and wealth issues and his innovative practice in
financial psychology for practitioners across the country. Dr. Klontz is
as former President of the Hawaii Psychological Association. He also
serves as the President of Coastal Clinics, Inc. based in Hawaii, which
provides psychological services to children and families through the
Hawaii Department of Education and Department of Health. Dr. Brad Klontz
is also a Principal Investigator and research associate for Northwest
Media, Inc., which creates innovative social learning and educational
products for at-risk youth, parent training, and service providers. In
addition to being an accomplished researcher in the psychology of money,
with Dr. Ted Klontz he co-authored the upcoming Mind Over Money, Wired
for Wealth, The Financial Wisdom of Ebenezer Scrooge, and Facilitating
Financial Health. He's also been featured on ABC News' 20/20, CNN, Good
Morning America, and in The Wall Street Journal, New York Times,
Washington Post, Los Angeles Times, Rocky Mountain News, Men's Health
Magazine, Women's Health Magazine and hundreds of other national and
international media outlets and professional magazines and journals. Dr.
Brad Klontz lives in Hawaii on the islands of Kauai and Oahu with his
wife Joni. Rick Kahler, MS, CFP is a fee-only financial planner,
speaker, educator, and columnist. Rick is a pioneer in the emerging
field of financial therapy, integrating financial planning and
psychology. In 2009 BusinessWeek named him one of the top 15 most
experienced planners in the nation. In 2008, the Financial Planning
Association(R) named him as a 2008 Financial Frontiers Awards winner.
His firm is listed by Wealth Manager magazine as the largest financial
planning firm in a seven-state region. He is also a past chairman of the
South Dakota Investment Council, managing billion. His work and
research has been featured or cited in scores of periodicals and books,
including NBC's Today, ABC's 20/20 and Good Morning America, The Wall
Street Journal, The New York Times, The Washington Post, USA Today,
Money magazine, BusinessWeek, and MarketWatch. He is a co-author of four
revolutionary books on money, financial planning, and therapy:
Facilitating Financial Health (NUCO 2008), Conscious Finance (FoxCraft
2007), The Financial Wisdom of Ebenezer Scrooge (HCI 2006) and Wired For
Wealth (HCI 2009).
