Professional Books

Financial Therapy: Theory, Research, and Practice 

by Bradley T. Klontz, Psy.D., CFP® (editor), Sonya L. Britt, Ph.D., CFP® (editor), and Kristy L. Archuleta, Ph.D. (editor) 

Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("Money Scripts®") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advice on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them:

  • Cognitive-behavioral and solution-focused therapies.
  • Collaborative relationship models.
  • Experiential approaches.
  • Psychodynamic financial therapy.
  • Feminist and humanistic approaches.
  • Stages of change and motivational interviewing in financial therapy.


Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition

by Bradley T. Klontz, Psy.D., CFP®, Richard Kahler, CFP®, and Ted Klontz, Ph.D.

This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health.

Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial planning, equipping financial professionals with techniques to enhance their effectiveness by working with both the exterior and interior aspects of a  client s financial health. Integrated financial planning encourages you to think beyond the traditional boundaries of your practice and to serve clients far more effectively. 

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