Facilitating Financial Health : Tools for Financial Planners, Coaches, and Therapists

Author: Klontz, Brad
Published: Erlanger : The National Underwriter Company, 2016.
Edition: 2nd ed.
Physical Description: 1 online resource (276 pages)
Additional Creators: Kahler, Rick and Klontz, Ted, PH. D.

Access Online

ezaccess.libraries.psu.edu

Availability

Finding items...

Contents

Cover; Title Page; Copyright Page; About the National Underwriter Company; Foreword; Table of Contents; Acknowledgements; About the Authors; Introduction; Chapter 1: Integrated Financial Planning; Financial Professionals and Interior Finance; Mental Health Professionals and Money; The Components of Integrated Financial Planning; The Value of Exploring the Past; Financial Planning, Financial Coaching, and Financial Therapy; Chapter 2: Building a Trusting Relationship; Playing Marleyâ#x80;#x99;s Ghostâ#x80;#x94;Facilitating Rather Than Forcing Change; Principles of Change; Chapter 3: Exquisite Listeningâ#x84;¢, Tools for Exquisite ListeningBegin a Client Meeting With an Invitation; When Asking Questions, Make Sure They Are Open-Ended; Reflection; The Importance of Repetition; Strategic Reflection; Summarizing; Become Comfortable With Silence; Invite and Suggest, Donâ#x80;#x99;t Coerce; Chapter 4: Doing No Harm; Referrals to Other Professionals; The Basics of Doing No Harm; Listen and Reflect; Ask, Donâ#x80;#x99;t Assume; Following the Clientâ#x80;#x99;s Lead; Moving to Safer Ground; When to Refer; Chapter 5: Helping Clients Change: What Works and What Doesnâ#x80;#x99;t; The Change Process; Stages of Change; Elements of Change., Facilitating ChangeEncouraging Clientsâ#x80;#x99; Readiness to Change; The Three Yeses; One Word; â#x80;#x9C;Tell Me Moreâ#x80;#x9D;; Draw a Picture; Pro-Con; When In Doubt, Summarize; Offer a Sandwich; Conclusion; Chapter 6: Money Scripts; What are Money Scripts?; Unfinished Business and Destructive Money Scripts; Where Do Money Scripts Come From?; Money Scripts are Often Unexamined; Money Scripts are Contextual; Trauma and Money Scripts; Money Scripts are Reinforced; Money Scripts are Generational; Money Scripts Limit Our Choices; Money Scripts Create a â#x80;#x9C;Financial Comfort Zoneâ#x80;#x9D;; Identifying Money Scripts., Research on Money ScriptsMoney Avoidance; Money Worship; Money Status; Money Vigilance; Money Scripts Can Be Changed; Chapter 7: Money Script Exercises; Money Script Assessments; What Do You Believe? Guide for Facilitators; What Do You Believe?; Money Scripts Brainstorming Guide for Facilitators; Money Scripts Brainstorming; Money Script Log Guide for Facilitators; Money Script Log; Creating a New Money Mantra; Money Judgments Guide for Facilitators; Mother Teresa/Bill Gates; Love, Peace, and Money; I Love Money; Institutional Money Scripts; Chapter 8: Money Disorders; The Big Taboo., and Associated Features of Money DisordersShame; Relationship Difficulties; Types of Money Disorders; Workaholism; Compulsive Buying Disorder; Gambling Disorder; Hoarding Disorder; Financial Dependence; Conclusion; Chapter 9: Problematic Money Behaviors; Financial Denial; Underspending; Underspending Questionnaire; Overspending; Overspending Questionnaire; Financial Enabling; Financial Enabling Questionnaire; Vow of Poverty; Vow of Poverty Questionnaire; Financial Enmeshment; Financial Enmeshment Questionnaire; Squandering Financial Windfalls; Poor Financial Decisions; Conclusion.

Subject(s)

ISBN

1941627897
9781941627891 (electronic bk.)
1941627870
9781941627877

Note

Chapter 10: Resistance.

View MARC record | catkey: 43200527