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.

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 Am I Doing the Right Thing?: Client Anxieties Around Wealth and How to Help


Many clients seek the help of financial therapists concerning the complex questions involved in wealth transfers. These may include dilemmas around estate planning (fair vs equal with adult children of differing money skills or levels), gifting (wanting to provide financial support yet not wanting to demotivate heirs), and communication (wanting to disclose the plan yet never having done family communication around money). Advising these clients requires professionals to understand, assess, and manage the role of anxiety in different client subgroups. Dr. Jim Grubman, one of the founders of the field of financial psychology, will outline basic principles for understanding and helping clients approach wealth transfers successfully.

Financial Therapy Standards of Practice:

Important Announcement from the FTA Board of Directors

A crucial step in the development of financial therapy is a guide for ethical and competent practice. In response, the Board of Directors of the Financial Therapy Association (FTA) hereby publicizes the FTA Standards of Practice and Code of Ethics, effective August 31, 2017. 

Join FTA Today!

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
  • Grow your practice and media exposure through the Financial Therapy Network tool
  • Obtain discounts on FTA’s conference events
  • Explore interesting monthly webinars at a discounted rate
  • Engage with other FTA Members in the Members-only Community Forum
  • Impact others by helping develop the growing field of Financial Therapy
  • Gain access to financial therapy tools and resources
  • Serve on collaborative and passionate committees
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What's New in Financial Therapy Research?

Journal of Financial Therapy Volume 8, Issue 1

Editorial - Sonya Lutter
Physiological Arousal during Couple Financial Discussions as a Precursor to Seeking Financial Planning Help - Megan R. Ford, John Grable, Michelle Kruger, and Alycia DeGraff
How do Money, Sex, and Stress Influence Marital Instability? - E. Jeffrey Hill, David B. Allsop, Ashley B. LeBaron, and Roy A. Bean
The Association between Employment- and Housing-Related Financial Stressors and Marital Outcomes during the 2007–2009 Recession - Robert C. Stewart, Jeffrey P. Dew, and Yoon G. Lee
Does How We Feel About Financial Strain Matter for Mental Health? - Sarah D. Asebedo and Melissa J. Wilmarth
Coping with Economic Stress: A Test of Deterioration and Stress-Suppressing Models - Suzanne Bartholomae and Jonathan Fox
Undergraduate Financial Stress, Financial Self-Efficacy, and Major Choice: A Multi-Institutional Study - Kevin Fosnacht and Shannon M. Calderone
Money Disorders and Locus of Control: Implications for Assessment and Treatment - Colby D. Taylor, Bradley Klontz, and Derek Lawson
Book Review: Words from the Heart: A Practical Guide to Writing an Ethical Will - Miranda Reiter
Practitioner Profile: Roseann Adams - Roseann Adams
Researcher Profile: Thomas Smith - Thomas Smith