Financial Health and Wellness: Working with the Human Behind the Numbers

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Brought to you by the PridePlanners Knoweldge Circle: This presentation will cover working with clients through the lens of financial health and wellness, emphasizing client relationship dynamics impacting client outcomes. This presentation will include a focus on the value of financial planning as a unique helping profession and the impact the advisor has on client outcomes through their technical, relational, and way of being approach.

Define financial health and wellness.
Understand how financial health and wellness is related to the CFP Board definition of the Psychology of Financial Planning.
Apply financial health and wellness as a framework for working with clients.
Understand the value of financial planning as a unique helping profession.

Dr. Sarah Asebedo

Director of the Planning Program

Texas Tech University

Sarah D. Asebedo, Ph.D., CFP®, is an experienced researcher, teacher, and practitioner in financial planning. Her goal is to connect research and practice through evidence-based methods that advance the financial planning profession and equip advisors to excel in client relationships. She is currently spearheading research focused on the application of positive psychology to financial planning, financial self-efficacy and the psychosocial environment, financial behavior change, and the financial planner/client interaction. Her work has been published in the Journal of Positive Psychology, Psychology and Aging, Journal of Consumer Affairs, Financial Planning Review, Journal of Financial Planning, Journal of Behavioral Finance, Journal of Financial Therapy, and Journal of Financial Counseling and Planning, among others. Her work has been recognized with the 2016 Montgomery-Warschauer Award (FPA/JFP); 2014, 2017, & 2018 Best Research Award (FPA/JFP); 2017 Top 40 Under 40 Award (Investment News); 2017 AARP Public Policy Institute Financial Services and the Older Consumer Award (ACCI); and the 2017 Robert O. Hermann Outstanding Dissertation Award (ACCI). Sarah is a current member and past-president of the Financial Therapy Association. She earned her Ph.D. in Personal Financial Planning from Kansas State University.