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The Financial Therapy Clinical Institute

FTCI is the compassionate home for financial healing. We recognize the inherent emotional experience in money and honor the real impact money has on our lives. We create financial healing through a collaborative team of financial therapists, counselors, and planners to help address the psychological barriers, relational challenges, structural needs, and numerical realities that are all part of the financial experience.

 

We also provide the training and skills that financial and mental health professionals need to help their own clients heal. We believe firmly that professionals with the skills and heart to see money holistically can make a difference for their clients. We accomplish this through both on-demand and live training to help professionals do their best work.

 

FTCI also values the progression of financial therapy as a field and believes research to be a key part of that progression. We use research to advance the field forward with clinical and longitudinal data.

Financial therapy session

Financial Therapy

Our financial therapists help with the psychological, emotional and relational aspects of your financial life. Financial therapists will help you work on communication challenges with your partner, child, or parent. We can help work with mental health conditions or psychological blocks that get in the way of taking the next step. We are trauma-informed and recognize that money is a deeply emotional experience, and we all have different money stories that impact our present situations.

 

You can expect a safe space to process these feelings and get clear direction and relevant skill practice that will help you continue to heal between sessions.

Financial Counseling

Financial counseling gets to the nitty gritty of real money management. Our financial counselors work with you to build financial structure and systems in place. This may include building spending plans or budgets, creating debt management plans, and helping you get organized financially.

 

You can expect to talk numbers here, including things like budgets, statements, and tools that set you up for long term success. We prioritize shame-free experiences and know that your values matter most.

Couple calculating budget while being guided by virtual financial counselor
Couple Sitting with Financial Planner

Financial Planning

Our financial planners are a bit different. We don’t sell you anything. We aren’t trying to manage your long-term investments. We only care about giving you the financial plans that actually matter to you so you can make the best decisions you can. We can talk about retirement planning, saving for a goal, estate planning, general tax planning, whatever you need as you look to your future.

 

You can expect to talk through your long-term financial goals and get targeted advice on steps you need to take to reach those goals.

Professional Trainings

Financial counseling gets to the nitty gritty of real money management. Our financial counselors work with you to build financial structure and systems in place. This may include building spending plans or budgets, creating debt management plans, and helping you get organized financially.

 

You can expect to talk numbers here, including things like budgets, statements, and tools that set you up for long term success. We prioritize shame-free experiences and know that your values matter most.

Woman building professional knowledge of financial therapy skills in library
Man researching financial therapy outcomes on laptop

Financial Therapy Research

FTCI believes deeply in the value of evidence-based practice and high quality research. We work with academics and other researchers to support the growing field of financial therapy. Our priority is to show that financial therapy and collaborative care leads to financial behavior change, emotion healing, and relationship growth.

Our research process includes anonymous self-reported data from clients on their emotional, financial, and relational well-being. We measure change longitudinally at time of intake, time of termination, and 3 months post termination in order to see if change is continued over time.

 

This research fills a significant gap in current financial therapy research and we plan on continuing to show the importance of financial therapy treatment in healing our thoughts, emotions, and behaviors around money.

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