Financial Therapy

Discover how financial therapy combines emotional insights with financial planning to help families make more informed estate planning decisions.

What is financial therapy and how does it relate to estate planning?

Financial therapy combines psychological insights with financial education to help people understand their emotional relationship with money. In estate planning, this approach can help families explore underlying feelings about wealth, inheritance, and family dynamics that may influence their planning decisions. Understanding these emotional factors can lead to more thoughtful and comprehensive estate plans that align with both financial goals and family values.