A Healthy Relationship with Money:

How is this defined by you? Or better yet, how is it defined by your clients? Do you have a model for this
from which you work?

Many clients come to advisors as part of a quest to have a healthier relationship with money but this is
often not discussed or explored in early client meetings. Telling your clients that you are interested in
helping them to develop a good relationship with their money can be a compelling motivation for them
to engage with you. It also helps to set the stage for the discussions that they will have with you in the
future.

A model of a healthy relationship with money that can easily be conveyed to clients will be presented.
This model includes addressing issues in four key areas: Rational/Mathematical, Values/Spiritual,
Emotional/Relational and Process. Using this model clarifies for clients that all areas need attention,
either in the current advisory engagement or in the collaborative team. Our models undergird our work
but are often not elucidated or questioned.

This model has been developed by Dr. Mary Gresham, a financial psychologist who practices in the
Atlanta area, and will be presented by her in the webinar on March 23 rd.