Financial Therapy Insights for Financial Counseling & Education

By Molly C. Herndon

Dr. Mary Bell Carlson will deliver the second session of the Personal Finance Virtual Learning Event. This 90-minute webinar on June 3 at 11 a.m. ET will focus on the psychology that promotes changes in behavior through financial counseling.

The image 14296 counseling & psychology by Texas A&M University Marking Communications Photography for this webinar is licensed Creative Commons CC BY 2.0.
Photo by Texas A&M University Marking Communications Photography (Creative Commons CC BY 2.0.)

This session will explain what financial therapy is and how it differs from financial counseling, coaching, and planning. Attendees will learn some of the specific techniques and models used in financial therapy and tips on how to incorporate some of these techniques into financial counseling sessions to help facilitate the opportunity for lasting financial behavior change.

Financial therapy focuses on client behavior, and combines the often overlooked aspect of spending: emotion. By tackling underlying issues, financial therapists can often help clients make behavior changes that have positive impacts on their finances.

Dr. Mary Bell Carlson is a is a leading researcher in military financial behavior and the principal of Silverbell Solutions, L.L.C., a financial therapy and consulting firm based in Arlington, VA. She’s a Certified Financial Planner® and holds both the Accredited Financial Counselor™ and the Certified Retirement Counselor® designations.

To join this session on Wednesday, June 3 at 11 a.m. ET, and for more information visit the event page.