Follow the Money: A Guide to Talking About the Last Taboo Topic with Your Clients - Softcover

Stern Peck, Judith; Witten, Betsy

 
9781538183519: Follow the Money: A Guide to Talking About the Last Taboo Topic with Your Clients

Inhaltsangabe

Despite the relationship stress caused by money issues, there is no comprehensive approach to helping counselors, therapists, and financial advisors work with groups, couples, families and individuals on financial matters and money values.

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Über die Autorinnen und Autoren

Judith Stern Peck, LCSW, is director of a project team at the Ackerman Institute for the Family that researches, educates, and consults on money and family life, and is principal of JSP Associates, a firm that provides educational and consultation services to family businesses, family foundations, and family offices. She has extensive experience as both a family therapist and a consultant to family businesses, family foundations, and family offices. She is the author of Money and Meaning: New Ways to Have Conversations with Clients about Money (2007).

Betsy Witten, JD, is a New York-based coach who helps clients develop self-awareness and agency around money. She supports their navigation of legal and investment relationships through life-cycle transitions including trust creation, estate planning, and pre- and post-nuptial agreements. Her professional history includes being an attorney, a social justice advocate, a founder of a high school for court-involved students, and a Program Director at a national foundation. She has co-facilitated the Money and Meaning Workshop at the Ackerman Institute for the Family.

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9781538183502: Follow the Money: A Guide to Exploring the Last Taboo Topic with Your Clients: A Guide to Talking About the Last Taboo Topic with Your Clients

Vorgestellte Ausgabe

ISBN 10:  1538183501 ISBN 13:  9781538183502
Verlag: Bloomsbury Academic, 2025
Hardcover