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Psychology Commons

Open Access. Powered by Scholars. Published by Universities.®

2013

Social Work

Financial planning

Articles 1 - 4 of 4

Full-Text Articles in Psychology

Narrative Financial Therapy: Integrating A Financial Planning Approach With Therapeutic Theory, Megan A. Mccoy, D. Bruce Ross, Joseph W. Goetz Dec 2013

Narrative Financial Therapy: Integrating A Financial Planning Approach With Therapeutic Theory, Megan A. Mccoy, D. Bruce Ross, Joseph W. Goetz

Journal of Financial Therapy

The article serves as one of the first attempts to develop an integrated theoretical approach to financial therapy that can be used by practitioners from multiple disciplines. The presented approach integrates the components of the six-step financial planning process with components of empirically-supported therapeutic methods. This integration provides the foundation for a manualized approach to financial therapy, shaped by the writings of narrative theorists and select cognitive-behavioral interventions that can be used both by mental health and financial professionals.


Researcher Profile: An Interview With Russell James, Jd, Phd, Cfp(R), Russell James Dec 2013

Researcher Profile: An Interview With Russell James, Jd, Phd, Cfp(R), Russell James

Journal of Financial Therapy

Russell James is a professor and the CH Foundation Chair in Personal Financial Planning in the Department of Personal Financial Planning at Texas Tech University, where he is also the Director of Graduate Studies in Charitable Financial Planning. His research is focused on encouraging generosity and satisfaction in financial decision-making.


2013 Membership Profile Of The Financial Therapy Association: A Strategic Planning Report, Sarah Asebedo, Megan A. Mccoy, Kristy L. Archuleta Dec 2013

2013 Membership Profile Of The Financial Therapy Association: A Strategic Planning Report, Sarah Asebedo, Megan A. Mccoy, Kristy L. Archuleta

Journal of Financial Therapy

A second profile of the Financial Therapy Association (FTA) membership was conducted to continue the development of financial therapy as a new area of practice and study. The FTA was established in 2010 as an effort to bring together practitioners and researchers from diverse disciplines to share in a common vision of financial therapy. This profile report depicts the demographic profile (e.g., age, education, gender, occupation, income) and perspectives of members who participated in the survey commissioned by the FTA Strategic Planning Committee in 2013. The results of the membership profile survey highlight the future directions of and the challenges …


A Therapist’S Perspective Of A Financial Planning Course: Implications For Financial Therapy Education And Trainings, Megan Ann Mccoy, Jerry Gale, Megan Ford, Ronald G. Mccoy Ii Jan 2013

A Therapist’S Perspective Of A Financial Planning Course: Implications For Financial Therapy Education And Trainings, Megan Ann Mccoy, Jerry Gale, Megan Ford, Ronald G. Mccoy Ii

Journal of Financial Therapy

This paper presents the autoethnography of a doctoral Marriage and Family Therapy (MFT) student studying finances in a graduate course. A dataset in the form of field notes was created through recording observations and reflective journaling during the 15 week financial planning course. This data set included observations and insights on various skills and knowledge that would be helpful for conducting financial therapy, the professional and personal growth of a therapist integrating finances into her clinical work, and evaluations regarding how financial courses can be beneficial for therapists and planners who are interested in the interaction between relational and financial …