FTCI aims to be the hub for financial professionals and mental health clinicians in approaching money holistically. Our trainings are designed to be consumed by all helping professions where you can learn research-based skills to better help your clients!
All courses come with a certification of completion for AFCPE® CEUs or self-report.
We are currently in the process of getting these courses approved for CEU credits for therapists (through NBCC). CFP professionals can submit certificates of completion for self-report.
FINANCIAL THERAPY TRAINING BUNDLE
Access all 5 of our Financial Therapy Training Courses on-demand and save on the bundle! Includes 11.5 hours of content and a certificate of completion for each course.
FINANCIAL THERAPY MASTER SERIES
The Financial Therapy Master Series a culmination of 5 different models of financial therapy where experts will guide you through role plays and a debrief of their process.
COUPLES AND MONEY
Couples and Money can be synonymous with conflict. We cover the latest research in couples financial functioning and give you several interventions/questions for you to pose in your next couples session!
We have decades of research on the effects of trauma on the brain and functioning. We cover some of this research along with some basic models of helping those with financial trauma move towards financial healing and health.
ENGAGING FAMILIES WITH MONEY
Families can have complex financial and emotional dynamics that are difficult to navigate as a helping professional. We cover best practices around boundary setting, systemic interactions, and tools for working with complex systems.
STARTING YOUR FINANCIAL THERAPY BUSINESS
Wondering what you need to know when setting up and starting your Financial Therapy business? Navigate business building blocks and ethical decisions, identify professional supports, and explore marketing strategies.
MEET THE TRAINERS
Khara Croswaite Brindle
Director of Training
Khara Croswaite Brindle is a Licensed Professional Counselor and Financial Therapist serving driven professionals who identify as workaholics, perfectionists, small business owners, creatives, professional helpers, and entrepreneurs. She enjoys roles as a Published Author, Professor, TEDxSpeaker, and Burnout Consultant. Khara has been a professional speaker and trainer since 2017, engaging audiences of 10-200 on topics of suicide assessment, clinical supervision, burnout prevention, Medicaid Mastery, compassion fatigue, resilience, course creation, authorship, and work-life balance. As the creator of 20 online offerings, Khara is excited to be a part of the leadership team at FTCI in order to grow the Financial Therapy community through meaningful content and quality tools for professional development.
Nate Astle is the Founder of the Financial Therapy Clinical Institute. He is a Licensed Marriage and Family Therapist and Certified Financial Therapist. He specializes in couples, emotions and money, and financial trauma. As a past board member of the Financial Therapy Association, he has been featured in numerous outlets like CNBC, USA Today, TD Ameritrade, and Money Geek.
Financial therapy is a relatively new discipline of study, and we aim to establish it as evidence-based and theoretically sound. That is why we have gathered some of the prominent thought leaders in the space to gather data on the emotional, financial, and relational outcomes of our work. Our goal is to work with academics and others to publish scholarly and other works providing evidence of the effects of collaborative financial therapy.
MEET THE RESEARCH BOARD
Dr. Erika Rasure
Research Board Chair
Dr. Erika Rasure is an accomplished former financial advisor and university professor turned financial therapist and transformational coach. As an educator and researcher, she is internationally-recognized as one of the most influential female personal finance, cryptocurrency, and blockchain experts in the world. Her rare perspective and expertise is highly sought after and celebrated by future of finance advocates worldwide. For over 14 years, she’s offered financial therapy, coaching, planning solutions, educational programming, CX research, and training services to individuals, financial advisors, executive-level management and stakeholders of organizations looking to improve their financial wellness. She is the founder of Crypto Goddess, a private, members-only community created to educate, inspire, nurture and connect women who are intrigued by the cryptoverse and want to learn what it is going to take to master their personal finances, careers, and relationships now—and in the future. Dr. Rasure is a member of the Financial Review Boards for Investopedia, The Balance, and VeryWell Family, and is a contributor for Barron’s.
Dr. Kristy Archuleta
Research Board Member
Kristy L. Archuleta, Ph.D., LMFT, CFT-I™ is a Professor in the Financial Planning program at the University of Georgia. Prior to joining the UGA faculty, she was an Associate Professor and Director of the Personal Financial Planning program at Kansas State University. She is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, the nation’s first academic program in financial therapy, the Financial Behavior Keynote Group, and Women Managing the Farm. Dr. Archuleta has garnered national and international attention as a speaker and author who has published numerous scholarly articles and co-edited two books on topics related to financial planning, financial therapy, financial counseling, and mental health. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors, NAFPA’s Consumer Education Foundation, the European Financial Psychology Institute, the Financial Therapy Clinical Institute, and two editorial review boards. She is commonly featured in podcasts and major news media outlets, such as the New York Times, Investment News, and CNBC, to name a few, and has won awards for her cutting-edge research. Dr. Archuleta is also a recipient of the Kansas State University College of Human Ecology Myers-Alford Outstanding Teaching Award and the Oklahoma State University College of Human Sciences Distinguished Alumna Award.
Dr. Megan McCoy
Research Board Member
Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an Assistant Professor at Kansas State University’s personal financial planning program. She teaches courses at the undergraduate, master’s, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding financial therapy. Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis on Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. She is the Associate Editor of Financial Planning Review. She was the past associate editor for the Journal of Financial therapy, and a guest editor on a special issue on finances for Contemporary Family Therapy. Her research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year her research has won her research awards through the National Council of Family Relations and Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research in this area. Dr. McCoy has been featured as a financial well-being expert on the Today Show, New York Times, NPR, BBC, the Wall Street Journal, and many other media outlets.
Dr. Sonya Lutter
Research Board Member
Dr. Sonya Lutter is a CERTIFIED FINANCIAL PLANNER™ professional and licensed marriage and family therapist. She serves as the inaugural Director of Financial Health and Wellness with Texas Tech University’s School of Financial Planning where she leads curriculum and continuing education opportunities in the areas of financial psychology, financial therapy, and financial behavior. Dr. Lutter’s work at the financial counseling centers at Texas Tech University and Kansas State University have guided her effectiveness of financial counseling research agenda, which culminates with a co-edited book with Dr. Dorothy Durband titled, Student Financial Literacy: Campus-Based Program Development. Dr. Lutter is also the owner of ENLITE where she helps bridge the gap between mental health and financial planning. Her work is regularly featured in major news outlets such as the New York Times and the Wall Street Journal. Dr. Lutter draws upon decades of experience in academia to apply theory to practice. Her developmental work in financial therapy is summarized in Financial Therapy: Theory, Research, and Practice with co-editors Drs. Brad Klontz and Kristy Archuleta and she is the author of A Couples Guide to Love & Money: 15 Exercises to Strengthen Your Relationship.
Dr. Emily Koochel
Research Board Member
Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Wellness research and Financial Education initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she has been recognized for her research on financial transparency, awarded 2020 Outstanding Research Journal Article of the Year by AFCPE, published in the Journal of Financial Counseling and Planning, and she served as a co-author for CFP Board’s book, The Psychology of Financial Planning. She holds the Certified Financial Therapist – I designation, is an Accredited Financial Counselor, and a Behavioral Financial Advisor.
Dr. Megan Ford
Research Board Member
Dr. Megan Ford is a financial therapist and consultant who is passionate about helping individuals and couples find more balance in their relationship with money. She believes whole-heartedly that money is about so much more than the numbers and embraces a shame-free perspective on financial behavior. Through her own journey as a self-proclaimed money avoider and mathphobe, Megan is especially attuned to the complexities surrounding our relationship with money and experiences of money stress, shame, and detachment. Having earned a Ph.D. in financial planning and a Master’s degree in marriage and family therapy, Megan has an interdisciplinary education and research background. She is a former President of the Financial Therapy Association (FTA), has co-authored a textbook, The Fundamentals of Writing a Financial Plan, and has published her own evidence-based financial therapy model, the Ford Financial Empowerment Model (FFEM).
How Can We Help?
IS THIS LICENSED THERAPY? WHAT ABOUT A DIAGNOSIS?Although several practitioners are licensed to provide therapy services in some states, all services received through the Financial Therapy Clinical Institute fall under a coaching contract. In other words, we wouldn't be able to diagnose you for medical purposes, or work with specific "high risk" clients experiencing severe suicidal or homicidal ideation, or in cases of child/elder abuse.
WHAT IS YOUR NEW CLIENT PROCEDURE?It starts with you reaching out! By filling out the form below, or emailing email@example.com, we can get you started with a free consultation call to better understand your needs. Then we will send some intake forms to you and then you will begin the process shown above! Also feel free to check out the "Process" page above!
HOW MUCH DOES IT COST?We aim to make our services as affordable as possible, while appropriately valuing the work that we do. Your initial consultation is complimentary. In that meeting we will talk about your money story, and identify your session frequency with our financial therapists and financial counselors. About two - three months later, you'll meet with one of our financial planners. Once you are on the pathway that best fits your needs, we use a sliding fee scale based on household income to determine your billing rate. Every professional is only paid on a hourly rate, so you can be certain we get no commission for selling products. We have found our prices to be comparable to other therapy provider prices and cheaper than most financial professional prices. We hope to offer scholarships for lower income clients as the business grows. TOP: Household Income BOTTOM: Per hour cost
WHERE WILL THE SESSIONS BE HELD?Sessions are entirely virtual, which allows us to work with people all over the country! You will get links to our sessions once you have completed your initial paperwork. Having a webcam with appropriate bandwidth is appreciated and expected. Phone appointments can be held as necessary.
CAN I CONTINUE TO WORK WITH AN OUTSIDE FINANCIAL PLANNER/COUNSELOR OR THERAPIST?Of course! Fundamental to the ideology of FTCI is that collaboration is key to success. We are happy to work with outside professionals who already have a relationship with you. While we still request you to meet with each of our professionals at least once for a second opinion, we are happy to discuss your treatment with those professionals already on your team. We are not in the business of keeping you from the resources you already have.
GET IN TOUCH