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Collaborating With A Financial Therapist: The Why, Who, What And How, Cicily Maton, Michelle Maton, William Martin

Publications – Dreihaus College of Business

Financial planning clients are seeking holistic solutions to their financial opportunities and challenges. Yet, few financial planners and mental health professionals work together to benefit clients. This article showcases a partnership between a financial therapist, trained as a psychologist, and two financial planners who have implemented an evidence-based model of financial planning drawing upon the behavioral finance, neureconomics, evolutionary psychology, and coaching literature.