Financial Therapy

Whether they begin with an inheritance, the sale of a business, or both simultaneously, transitions thrust individuals and families into a position where what was once considered stable is suddenly in flux. Traditional financial planning definitely covers the bases when it comes to important topics such as taxes, investments, cash flow, and estate planning. But that’s only half of the experience of financial change. The other half is the human experience of adapting to change which has traditionally been the focus of social workers and traditional therapy.

The Sudden Money Institute (SMI) has spent 19 years studying the psychology, sociology, and neuroscience of change. They’ve even delved into what thought leaders in the business world say about change and adaptation. As important, they know that perceptions and expectations about change are powerful and can profoundly affect thinking and decision-making.

The Sudden Money Institute created the Certified Financial Transitionist® (CeFT®) designation to give financial planners and their clients science-based, field-tested tools and protocols designed specifically to merge the personal side and the technical side of financial change. The training and certifying division of SMI, the Financial Transitionist Institute, awards this new designation only after candidates demonstrate: fluency with the unique skill set of the CeFT®; deep knowledge of the stages of transition; and skillful use of proprietary materials designed for Financial Transitions Planning. That yearlong-plus process includes mandatory coaching, over 30 hours of coursework, and a Day-Long Certification Exam that tests content, communication, and listening.

The result? Professionals who can create solutions that are customized for each client’s unique values, relationships, and vision of the future.

To find out more about this certification:

https://financialtransitionist.com/

Rick is the originator of combining IFS Therapy with Financial Therapy, a process he calls IFS Informed Financial Therapy. Becoming a Certified IFS Practitioner took Rick 18 months and 350 hours of training and client experience. Rick Kahler is a Certified Financial Planner® since 1983 and a member of the Financial Therapy Association FTA.

Read more about his Rick Kaher here.

What is a Certified Internal Family Systems Practitioner? 

You can learn more here about IFS Therapy and certification.

Rick Kahler’s Work in Financial Therapy

Rick’s work in the emerging field of financial therapy has resulted in four co-authored books, a ground-breaking clinical study, and the creation of an onsite workshop on the subject. The Wall Street Journal heralded him as a pioneer in “financial integration.”  In her book Coming Home To Myself, Wynonna Judd wrote about how her work with Rick and Dr. Ted Klontz changed her life. ABC has featured Rick and Dr. Klontz on their 20/20 news show and Good Morning America.

Learn more about Financial Therapy in this interview with Rick Kahler for the webinar series, “Unlocking Your Money Mindset”, hosted by Kate Schroeder, Psychotherapist, Relationship Expert, and Financial Expert.

Our firm is one of the few in the nation that partners with counselors and coaches to help our clients understand their relationships with money and how they feel about money in order to help them permanently change their financial behaviors.

Our research shows having a clear outlook on the new financial planning landscape helps our clients make plans for retirement and be more disciplined and better at sticking with their plans long-term because they understand how their wealth affects other aspects of their lives.

As a KFG client, you will learn the underlying emotional issues and emotional aspects that keep you making the same money mistakes over and over. In a practical, personal way, Kahler Financial Group’s money management counseling services and financial advisors in Rapid City and South Dakota can offer a detailed plan for building a comfortable and productive relationship with money that will help you improve your financial habits.