Therapy Tools in a Planning Practice

Financial planner Natasha Knox joins Jason for a discussion of how a financial planner develops financial therapy tools and brings this into a financial planning process.

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Supplementary Materials:

Introduction to the Genogram

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals

Your Money Script

Alaphia Financial Wellness

Financial Therapy Association

The Power of Money Beliefs

Finding Your Own Money Story To Better Communicate With Clients

Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology