Financial planning, financial counseling, and financial therapy all serve one purpose: clients and their overall well-being. But how can you be certain of which service a client needs at any given moment? In this episode, we're joined by two incredible leaders in financial therapy, Dr. Kristy Archuleta & Dr. Sonya Lutter.

With the extensive knowledge and experience Kristy and Sonya provide, we hope this episode provides clarity to listeners on where they should turn to in a time of need, and how to best navigate these three important sectors of personal finance. Tune in!

Show Notes:1:48 Planning vs. counseling vs. therapy
6:34 Do you need to be certified to practice Financial Therapy?
12:41 All about dual designations
15:15 Building a strong referral network
18:31 Into their research and major findings
22:21 Where to find their research
26:09 Final 2 cents

Show Note Links:

Financial Therapy Association

Become a Financial Therapist or Find a Financial Therapist

Video from Meghan Lurtz on updates for certification in financial therapy

Conference & connection with the Financial Therapy Association