Therapy Tools in a Planning Practice

Financial planner Natasha Knox joins Jason for a discussion of how a financial planner develops financial therapy tools and brings this into a financial planning process. Subscribe at the CE Drive Podcast Page to get access to Quizzes!   Supplementary Materials: Introduction to the Genogram The Psychology of Money: Timeless lessons on wealth, greed, and happiness Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals Your Money Script Alaphia Financial Wellness Financial Therapy Association The Power of Money Beliefs Finding Your Own Money Story To Better Communicate With Clients Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology