Kristy Archuleta

Financial therapy is the integration of emotion, thoughts, behavior, relationships and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial therapy, including what it is, clients’ money beliefs, 2-3 tools that professionals can implement with their clients, and how to collaborate with a financial therapist.

Effectively communicating and building trust with clients is a significant aspect of engaging and retaining clients to fulfill the financial planning process. Couple or family relationships (e.g., married couples, non-married couples, siblings, parent-child, etc.) present dynamics that can complicate the financial planning process. This presentation addresses how to (a.) successfully engage and connect with relational clients, (b.) build trust when working with relational clients, (c.) diffuse conflict with relational clients, and (d.) collaborate with other relational experts to help your clients reach their financial goals.

Do you ever feel stuck and do not know what to do next? Do clients seem like they don’t implement recommendations or do things that would help them achieve their financial goals? Solution Focused Financial Therapy borrows from the evidence-based approach of Solution-Focused Therapy and combines it with personal finance to help clients implement changes to meet their goals. In this intensive training, Dr. Archuleta utilizes evidence and experience to take a deep dive into how to utilize Solution-Focused Therapy tools and techniques to access clients’ strengths to help them create meaningful changes in their lives and achieve financial and overall well-being.

Have you ever felt like you needed the skills of a therapist but were not trained as one? An essential aspect of being a financial professional is working with the humanness of our clients. Dealing with the human side of people can be difficult and messy and may leave you feeling like you are a therapist when you do not have the qualifications, education, or background to do so. Dr. Archuleta will utilize her training and experience as a Licensed Marriage and Family Therapist and a Certified Financial Therapist-I™ to address how to handle difficult situations and mental health crises when you are not a therapist. In this presentation, she will help financial professionals know: (a) how to respond to clients who are experiencing distress or are in a crisis, (b) clarify your scope of practice and when and how to get help, (c) identify collaboration models with other helping professions, and (d) discover strategies for self-care as a help provider.

Do you and your partner fight about money? Does your conflict get in the way of achieving your financial and life goals? Join Dr. Kristy Archuleta, a leading expert and researcher on couples and money, to learn why money is a challenge for couples in intimate relationships and how you and your partner can work together to improve your relationship and your financial well-being.