Investing in Financial Counseling

Watch this video on YouTube As a long-time advocate of blending financial planning with counseling, I’ve had years of seeing the benefit for clients. I have come to see financial counseling as an investment: one that can pay greater dividends than investments in...

Rick to Present on Enabling Adult Children

Heading to the FPA Annual Conference in Minneapolis today. I will give a presentation Friday on “Difficult Client Conversations Around Enabling Adult Children.” The talk highlights the successful use of Financial Therapy to bring about successful outcomes...

Is Faster Financial Therapy In Our Future?

Watch this video on YouTube Financial therapy can help clients increase saving or income, reduce spending, and significantly reduce anxiety. The problem is that achieving such results takes time and money. How much time and money? That is impossible to predict. I know...

Integrate Emotions and Logic for Better Money Decisions

Watch this video on YouTube Making sound money decisions is fundamental to financial and emotional wellness. One component of that decision-making is applying logic and rationality to a set of known facts. Easy, right? Not necessarily. Take, for example, the recent...

Financial Therapy Association Elects Sarah Swantner to Board

We are very pleased to announce that Sarah Swantner was recently elected to a three-year term on the Board of Directors of the Financial Therapy Association. Sarah has been a financial planner with KFG since 2012, and this year she became the first financial therapist...