© 2011

Financial Planning and Counseling Scales

  • John E. Grable
  • Kristy L. Archuleta
  • R. Roudi Nazarinia Roy

Table of contents

  1. Front Matter
    Pages i-xviii
  2. Farrell J. Webb
    Pages 1-12
  3. Michael J. Roszkowski, Scott Spreat
    Pages 13-31
  4. John E. Grable, Kristy L. Archuleta, R. Roudi Nazarinia
    Pages 61-384
  5. John E. Grable, Kristy L. Archuleta, R. Roudi Nazarinia
    Pages 385-486
  6. John E. Grable, Kristy L. Archuleta, R. Roudi Nazarinia
    Pages 487-520
  7. John E. Grable, Kristy L. Archuleta, R. Roudi Nazarinia
    Pages 521-576
  8. John E. Grable, Kristy L. Archuleta, R. Roudi Nazarinia
    Pages 577-631
  9. Back Matter
    Pages 633-647

About this book


A salient trend during the current economic crisis is the increasing number of consumers paying closer attention to their spending and saving habits in efforts to control their finances. Not surprisingly, these same uncertain times are witnessing the growth not only of financial planning services, but of financial counseling and therapy. Accompanying the move toward professional standards and an academic research base is the need for a reliable source of quality assessment tools for use with clients, for research, and for training. Financial Planning and Counseling Scales admirably fills this need by collecting a diverse range of instruments specifically designed for the financial fields. The majority of the scales here have never been published in any other manuals or handbooks, appearing only in peer-reviewed journals or, in some cases, dissertations. This timely volume:

•Reproduces over 280 scales useful across a variety of circumstances •Provides key details for each scale, including source, purpose, test sample, scoring information, and discussion of reliability and validity •Clearly defines financial counseling/therapy as a field of study and practice (particularly in the context of marriage and family therapy) and establishes the role of psychometric assessment •Summarizes a range of theoretical models (e.g., cognitive-behavioral, solution-focused, systems) for financial therapy •Offers guidelines for evaluating scales, and for constructing original instruments

Financial Planning and Counseling Scales is a first-of-its-kind resource for researchers, educators, and practitioners in family and consumer economics, personal finance, household finance, and financial therapy as these domains evolve.


assessment family financial knowledge financial therapy household marriage psychometric risk-tolerance

Editors and affiliations

  • John E. Grable
    • 1
  • Kristy L. Archuleta
    • 2
  • R. Roudi Nazarinia Roy
    • 3
  1. 1.School of Family Studies &, Human ServicesKansas State UniversityManhattanUSA
  2. 2.School of Family Studies &, Human ServicesKansas State UniversityManhattanUSA
  3. 3., School of Family Studies & Human ServiceKansas State UniversityManhattanUSA

About the editors

Professor John E. Grable, CFP® holds the Vera Mowery McAninch Professor of Human Development and Family Studies professorship at Kansas State University. He received his undergraduate degree in economics and business from the University of Nevada, an MBA from Clarkson University, and a Ph.D. from Virginia Tech. He is the Certified Financial Plannerä Board of Standards Inc. and International Association of Registered Financial Consultants registered undergraduate and graduate program director at Kansas State University. Dr. Grable also serves as the Director of The Institute of Personal Financial Planning and the Financial Therapy Clinic at K-State. Dr. Grable served as the founding editor for the Journal of Personal Finance, a rigorous peer-reviewed research journal. His research interests include financial risk-tolerance assessment, financial planning help-seeking behavior, and financial therapy/counseling. He has been the recipient of several research and publication awards and grants, and is active in promoting the link between research and financial planning practice where he has published more than 75 refereed papers and co-authored two bestselling financial planning textbooks. Dr. Grable has served on the Board of Directors of the International Association of Registered Financial Consultants (IARFC), as Treasurer for the American Council on Consumer Interests (ACCI), and on the Research Advisory Council of the Take Charge America Institute (TCAI) for Consumer Education and Research at the University of Arizona. In 2004 he won the prestigious Cato Award for Distinguished Journalism in the Field of Financial Services, and in 2006 he was honored with the IARFC Founders Award. In 2007 Dr. Grable was awarded the Dawley-Scholer Award for Faculty Excellence in Student Development.

Kristy L. Archuleta, Ph.D., LMFT, is an Assistant Professor in the Personal Financial Planning Program at Kansas State University, project coordinator of Women Managing the Farm, and a Licensed Marriage and Family Therapist in a private psychotherapy practice. Dr. Archuleta earned her Ph.D. and M.S. degrees in Marriage and Family Therapy and a Certificate degree in Personal Financial Planning from Kansas State University. She received her B.S. degree in Family Relations and Child Development and minor in Business Management from Oklahoma State University. Dr. Archuleta works from a systems theory perspective and has experience working with individuals, couples, families, and business organizations. She specializes in working with rural and farm families and those experiencing financial distress. Dr. Archuleta’s career objective is to bridge financial planning and relationship therapy, where financial planners and relationship therapists work together to provide comprehensive treatment for clients experiencing financial distress. Her research interests include rural and farm families, dyadic processes influencing financial satisfaction and marital satisfaction, empirical based treatment for couples experiencing financial difficulties, and theoretical development to understand the connections between financial planning and couple relationships and how to work with them.

R. Roudi Nazarinia is an adjunct instructor and Doctoral Candidate at Kansas State University in the School of Family Studies and Human Services. She received her B.A. in Psychology and a M.A. in Family Studies from the University of British Columbia. With experience in both quantitative and qualitative research methods, her area of research interest is couples’ relationship satisfaction and the transition to parenthood. Ms. Nazarinia also has experience in the social services field where she practiced as a Child and Youth Worker, Family Support Worker, and most recently as the coordinator of the Family Project: Children Who Witness Abuse Support Program in British Columbia, Canada. In that capacity, she facilitated groups for children ages three to 18 and for mothers who had experienced domestic violence; she also conducted community presentations and advocated for families.

Bibliographic information

  • Book Title Financial Planning and Counseling Scales
  • Editors John E. Grable
    Kristy L. Archuleta
    R. Roudi Nazarinia Roy
  • DOI
  • Copyright Information Springer Science+Business Media, LLC 2011
  • Publisher Name Springer, New York, NY
  • eBook Packages Behavioral Science Behavioral Science and Psychology (R0)
  • Hardcover ISBN 978-1-4419-6907-1
  • Softcover ISBN 978-1-4899-8125-7
  • eBook ISBN 978-1-4419-6908-8
  • Edition Number 1
  • Number of Pages XVIII, 647
  • Number of Illustrations 0 b/w illustrations, 0 illustrations in colour
  • Topics Psychotherapy and Counseling
  • Buy this book on publisher's site