Couples counseling meets financial counseling

The Issue: How to get counseling clients to talk about money issues in a constructive, nonjudgmental manner; blending financial counseling and couples counseling. Who: Ben Vos, LPC, is a therapist in Brentwood, TN. He works with individuals, couples and families. Vos has developed a specialty in substance abuse and addiction issues. Much of his couples […]

Money Habitudes in Catholic School Classes

Where: Immaculate Heart Academy, a Catholic college prep high school in Washington, NJ What: Piloted Money Habitudes cards in psychology and finance classes Who: Stephanie Licata, campus minister Mary Liz Fuhrman, guidance counselor and psychology teacher Students: primarily seniors Why: In the psychology class the cards kicked off a unit on stress. In the finance class […]

Talking About Money in Continuing Education Workshops

Who: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor (at Albuquerque Family Counseling) and Lisa Johnson, PhD, LMFT in Albuquerque, New Mexico Situation: Workshops for community agencies and general audiences to provide educational information and introduce therapists in a non-threatening setting. What: “The Wealth Within: Mastering Your Money Personality” was held at the University […]

Money Habitudes Helps Save Marriages from Divorce

Contact: Kent Thompson, Financial Program Manager with Army Community Service, Camp Ederle, U.S. Army Garrison, Vicenza, Italy Situation: A comprehensive, six-hour course for couples intending to divorce called Military + Divorce created by the Association of Financial Counseling, Planning and Education (AFCPE). Classes ranged from one to five couples and are intended to provide the […]

Spouses Group Meets for Coffee and Money Habitudes

One of the great friction points in marriages is money. Although people do not want to talk about it, they do want to be able to deal with it effectively. To help people introduce the difficult topic, talk about it and better understand one another in a marriage, Erica Brown used Money Habitudes as a […]

A New Approach to Money in Counseling Sessions

Contact: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor, Albuquerque Family Counseling, Albuquerque, New Mexico Situation: Private counseling sessions Who: Individual clients and couples seeking relationship counseling. What: Use Money Habitudes cards as a tool to draw clients into conversations about the sensitive topic of money when money is identified as an issue and […]

A Life Planning Approach to Financial Planning

Contact: Steven Shagrin, CFP, has a law degree and started his career in finance as a tax accountant before spending twenty years as vice president for investments with Smith-Barney and Pain Webber.  As one of the pioneers of the life planning approach to financial planning, he started his own company, Planning for Life,  to reflect […]