Financial Books

by Rick Kahler


A romantic relationship is one of the most important emotional decisions we make in our lifetime. It is also one of the most important financial decision of our lives. When partners commit, they merge their individual and often complicated relationship with money that also creates a financial partnership, which we call Coupleship Inc.

The authors combine their expertise in couples therapy and financial planning to provide insights, tools and practical steps for couples to successfully resolve money conflicts and create emotional and financial wellbeing.

by Debra Kaplan (Author), Rick Kahler (Author)

Advance Praise for Coupleship Inc.

  • “. . . the definitive book for couples with money problems.” – Richard Schwartz, Ph.D., creator of the Internal Family Systems model of psychotherapy and best-selling author of No Bad Parts
  • “Absolutely brilliant!” This compelling and accessible book offers a practical blueprint for healing the financial challenges that sabotage many couples. – Jenna Riemersma, LPC, #1 best-selling author of Altogether You: Experiencing personal and spiritual transformation through Internal Family Systems Therapy, speaker, therapist, consultant
  • “…a must read for every couple!” – Alexandra Katehakis, Ph.D., author of Sex Addiction as Affect Dysregulation: A Neurobiologically Informed Holistic Treatment
  • A groundbreaking piece of work for couples who find themselves confused about their financial and relational stalemates.” – Carol Juergensen Sheets, LCSW, CSAT, CCPS-S, CPC-S


A pioneering new book designed to help financial planners at all career stages gain a better understanding of people’s financial decision-making and to strengthen their client relationships.

Rick Kahler, MS, CFP®, CFT-I™, CeFT® is a co-author of The Psychology of Financial Planning.


The book is structured around the six Principal Knowledge Topics that comprise CFP Board’s Psychology of Financial Planning domain:

  1. Client and planner attitudes, values, and biases
  2. Behavioral finance
  3. Sources of money conflict
  4. Principles of counseling
  5. General principles of effective communication
  6. Crisis events with severe consequences

Each chapter provides an overview of a key topic related to one of these Principal Knowledge Topics, followed by a review of the theoretical underpinnings and a discussion of the topic’s application to the practice of financial planning, including one or more case studies.

Read more about CFP Board’s PSYCHOLOGY OF FINANCIAL PLANNING™ program here.

Rick Kahler, CFP®, has co-authored seven important financial books that are making a difference in how people perceive, react to, and handle money.

Understanding the role money plays in your life and your perceptions of it are key to making successful financial decisions.

His previous titles are:

  • Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
  • The Financial Wisdom of Ebenezer Scrooge: 5 Principles to Transform Your Relationship with Money
  • Conscious Finance, which was chosen by the Wall Street Journal as Recommended Reading in 2006.
  • Wired For Wealth: Change The Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential.
  • The Financial Wisdom of Ebenezer Scrooge: Transforming Your Relationship with Money – published 2005 
Conscious Finance by Rick Kahler

Conscious Finance

By Rick Kahler, CFP®, and Kathleen Fox

Conscious Finance is the first book to offer financial integration in a self-help format.

It is designed to help readers understand and permanently change the underlying emotional issues that keep them making the same money mistakes over and over.

The Financial Wisdom of Ebenezer Scrooge by Rick Kahler

The Financial Wisdom of Ebenezer Scrooge

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

Discover the 5 Essentials to Financial Freedom and Prosperity.

Ebenezer Scrooge would seem an unlikely source from which to glean financial wisdom: However, Dickens’s classic tale of how Scrooge found his true course in life is a powerful model we all can benefit from today.

Facilitating Financial Health

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

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

This book is an essential resource for financial professionals. It provides cutting-edge tools to help clients transform money from a major source of stress to a valued resource for building more satisfying lives.

These tools of Facilitating Financial Health will enhance the work of financial planners, investment advisers, debt/credit counselors, money managers, coaches, and psychotherapists.

Wired for Wealth: Change the Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential

Wired for Wealth

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

The biggest threat to your financial health is not a recession; it’s your brain.

Drawing on the results of a landmark survey of people’s money habits, as well as their decades of work improving their clients’ financial lives, the authors show you how you can rewire your brain for wealth.

Co-author Rick Kahler

The Financial Wisdom of Ebenezer Scrooge - Published in 2005

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

7 Essentials to Financial Freedom & Prosperity