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Collaborating with a Financial Therapist: The Why, Who, What and How
Journal of Financial Planning (2010)
  • Cicily Maton
  • Michelle Maton
  • William Marty Martin, DePaul University

Financial planning clients are seeking holistic solutions to their financial opportunities and challenges. Yet, few financial planners and mental health professionals work together to benefit clients. This article showcases a partnership between a financial therapist, trained as a psychologist, and two financial planners who have implemented an evidence-based model of financial planning drawing upon the behavioral finance, neureconomics, evolutionary psychology, and coaching literature.

Publication Date
Winter February, 2010
Citation Information
Cicily Maton, Michelle Maton and William Marty Martin. "Collaborating with a Financial Therapist: The Why, Who, What and How" Journal of Financial Planning Vol. 23 Iss. 2 (2010)
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