The work of the financial planner, coach, or councelor is best viewed through a “quality of life” lens: how can I assist my clients in realizing their dreams?
Certainly, in helping our clients attain their goals there are technical issues to be addressed. However, the most important skill a financial planner, coach, or councelor brings to each engagement is their ability to facilitate the required changes needed by the client that will move them toward fulfilling their dreams.
Facilitating financial health requires more than presenting spreadsheets, cash flow statements and asset allocation models. It requires an understanding of the kind of life the client envisions and how the client’s emotional and psychological predispositions facilitate or obstruct (or both) the development of successful financial plans.
This course presents a new model, integrated financial planning, to help clients achieve balanced and healthy financial lives. Integrating the fields of psychotherapy, coaching, and financial planning provides new tools for students which allow them to go beyond the traditional boundaries of financial planning, coaching, or counceling to serve clients far more effectively to create and maintain financial health.
The course is sponsored by the Master’s degree program in Financial Planning at Golden Gate University. This course will help you integrate the fields of psychotherapy, coaching, and traditional financial planning. The tools presented in this course will help clients build a healthy relationship with money. The course explores the latest research used in facilitating change in individuals to help you and your clients understand the roots of destructive financial behaviors and gives specific techniques to help you and your clients change.
