In this episode Melissa Joy, CFP®, and Nate Astle, M.S., discuss how financial therapy offers a way to better understand how people think, feel, and behave differently with money. Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, and behave differently with money to improve overall well-being through evidence-based practices and interventions.

We will discuss:

  • How COVID has left many people stressed and uncertain about their financial future.
  • Why trauma can lead to poor decision making.
  • What are the differences between therapy and financial therapy?
  • How can financial therapy help you with your financial plan?


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