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Money is not a goal. It's simply a tool we can use to live fulfilling/meaningful lives. Help your clients understand money's role in their lives. What's their money for? Guiding them toward crafting a Financial Purpose Statement can help them make decisions aligned with their values.

Helping clients align their lives (including their use of money) with what's important to them is what real financial planning is about. It's about helping your clients understand their values and sources of meaning so they can live their best lives.

Motivational Interviewing (MI) is a way of having conversations with clients in a way that strengthens their motivation to implement your advice. Using tools from MI, you can have conversations with clients in a way that helps them make positive change while keeping their autonomy.

CFP Board defines the psychology of financial planning as "identifying and responding to attitudes, behaviors, and situations that impact decision-making, the client-planner relationship, and the client's financial well-being." Learn more about using tools from psychology to help your clients.

Many of us are running on autopilot, multi-tasking, and multi-screening. What if we were fully present for our lives and loved ones? What if we showed up for every moment. Mindfulness can create a renewed relationship with our thoughts, feelings, and experiences.