Webinar 2019-318

Webinar 2019-318: Home-Work:When Your Client Experiences Conflict in a Family Business Responses to Economic Distress

Originally Recorded: October 4, 2019 

10.4.19 from Financial Therapy Association on Vimeo.

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Webinar Description:

Planners and therapists often serve clients who co-own a business with their spouse or family members. The boundary between business finances and personal finances, as well as business and personal relationship dynamics, can become too permeable in family businesses.

Therapists and financial planners using financial therapy are perfectly positioned to support the financial and relational dynamics that overlap in relationships of members of a family firm. We will discuss money scripts as a tool to help clients and their family firm partners uncover the underlying money management beliefs each partner holds. We will present interventions practitioners can use to help clients communicate. These will aid financial therapy practitioners in their work with family firm clients by helping these clients and their partners better understand each other to negotiate a common plan for their business and family finances.


Josh Harris, Rick Kahler, Megan McCoy, Stefanie Pickard, Rob Stephens


Josh Harris, MBA, CFP® worked in financial services with PNC Bank before joining the Clemson University faculty. He teaches courses in Personal Finance, Financial Planning and Corporate Finance, while also coordinating the CFP® Registered Program there. He is an incoming doctoral student at Kansas State University.

Rick Kahler is a practicing financial planner, and a pioneer in integrating financial planning and psychology. He was a founding board member and Past-Chair of the Financial Therapy Association. He is a Distinguished Adjunct Professor at Golden Gate University He is a co-author of four books blending financial planning and therapy.

Megan McCoy, Ph.D., LMFT is faculty at Kansas State University where she teaches courses for the Financial Therapy Certificate Program and is also the Secretary for the board of Financial Therapy. Megan has practiced financial therapy with clients in her private practice and alongside financial planners at the Aspire Clinic.

Stefanie Pickard works as a Financial Advisor at Johnstone Financial Advisors, an independent Register Investment Advisor firm. She earned a Master of Science in Personal Financial Planning from Kansas State University and a B.A. in Accounting from Pacific University. Stefanie is an IRS Enrolled Agent and a candidate for CFP® certification.

Rob Stephens is the founder of CFO Perspective where he provides financial consulting and education to small businesses. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system. Rob holds a Master of Science degree in Personal Financial Planning, a Graduate Certificate in Financial Therapy from Kansas State University and a B.A. in Business Administration from the University of Washington and is a CPA.