Product Description: This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health...read more

Provides a practical plan to achieve financial wellness, based on profound quotes from A Christmas Carol, case studies of real people with modern money woes, and advice from three noted experts, featuring seven easy-to-follow steps to encourage and facilitate change. 15,000 first printing.

Product Description: Chronic money troubles aren’t really about money. "Save it for a rainy day" or "Shop till you drop." Such opposing attitudes reflect conflicting beliefs about money we don’t even know we have. We make decisions about money based on unconscious "truths," often learned in childhood, that are sometimes valid in adulthood but also can be incredibly detrimental...read more