How Financial Therapy Can Aid in Your Financial Planning Practice
February 18 @ 12:00 pm - 1:00 pm EST
Guest Speaker: Megan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice in Personal Financial Planning, Director of Personal Financial Planning Masters Program, Kansas State University
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Description: When people hear the term “financial therapy” they tend to think of a mental health professional, but financial therapy is not that at all! Financial Therapy is the understanding that money means more than just numbers to our clients. Financial Therapy can aid financial planners in asking the right questions, fostering trust, financial plan adherence, and truly help their clients reach their future goals, not just the financial goals.
Introduction to Our Guest Speaker
Megan McCoy, Ph.D., LMFT, CFT-I™ is a Professor of Practice at Kansas State University where she teaches courses for the Financial Therapy Certificate Program and is Director for the Personal Financial Planning Masters’ Program. Her research interests truly focus on Financial Therapy and how to create more empirical evidence to support work that she has seen change so many lives in her clinical experiences.
Her research has been published in The Journal of Financial Therapy, The Annuals of Business Review The Journal of Financial Planning, The Journal of Family Economic Issues, The American Journal of Family Therapy, Journal of Systemic Therapies, Women and Therapy, Journal of Couple and Family Therapy, Journal of Sex and Marital Therapy, and Journal of Creativity in Mental Health.
Dr. McCoy serves as Secretary for the board of Financial Therapy. She is Associate Editor of Profiles and Book Reviews for the Journal of Financial Therapy. She has served as a guest editor for the Journal of Contemporary Family Therapy and an invited reviewer for The Journal of Financial Therapy, The Journal of Financial Counseling and Planning, and The Forum for Family and Consumer Sciences.
Although not practicing at this moment, Dr. McCoy has extensive clinical experience working with individuals, couples, and families. Most notably, she had the chance to work at an integrated clinic practicing financial therapy alongside financial planning graduate students. She was the first person awarded the designation of certified financial therapist level one.