Financial planning, financial counseling, and financial therapy are separate but complementary financial services designed to support clients' financial goals and well-being. But how do you know which service you, or your client, needs at any given moment? In this episode, we're joined by two leaders in the financial therapy space, Kristy Archuleta & Sonya Lutter.Kristy and Sonya share their research, knowledge, and experience across financial services to help our listeners answer this question and more. We talk about creating boundaries, knowing limitations, and, most importantly, building a strong referral network in order to best serve our clients.Show Notes: 1:48 Planning vs. counseling vs. therapy6:34 Do you need to be certified to practice Financial Therapy?12:41 All about dual designations15:15 Building a strong referral network 18:31 Into their research and major findings22:21 Where to find their research26:09 Final 2 centsShow Note Links:Financial Therapy Association Become a Financial Therapist or Find a Financial TherapistVideo from Meghan Lurtz on updates for certification in financial therapyConference & connection with the Financial Therapy AssociationWant to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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