Couples Financial Interview
Name of Strategy or Intervention
Couples Financial Interview.
The Couples Financial Interview has been used within the context of Financial Therapy (FT) in order to help a couple ascertain and express their beliefs and values about money.
Financial conflicts may stem from fundamental differences between partners. Families of origin often shape one’s meanings of money – forming one’s money preferences and beliefs, or what are known as, money scripts (Klontz et al. 2011; Klontz and Klontz 2009). It is not uncommon for clients engaging in disordered money behaviors to be unaware of their own money scripts. Money scripts are underlying “assumptions or beliefs about money that are typically only partially true, are often developed in childhood, and unconsciously followed throughout adulthood (Klontz et al. 2011). These schemas often derive from an emotionally triggering financial event in one’s childhood that leaves a lasting impression, often until adulthood (Klontz and...
- American Psychological Association Survey Shows Money Stress Weighing on Americans’ Health Nationwide. (2015, February 04). Retrieved 21 April 2017, from http://www.apa.org/news/press/releases/2015/02/money-stress.aspx.
- Britt, S. L., Klontz, B. T., & Archuleta, K. L. (2014). In B. T. Britt, S. L. Britt, & K. L. Archuleta (Eds.), Financial therapy: Establishing an emerging field. New York: Springer.Google Scholar
- Chen, H., & Volpe, R. P. (2002). Gender differences in personal financial literacy among college students. Financial Services Review, 11, 289–307.Google Scholar
- Financial Therapy Association. (2017). What is financial therapy? Retrieved 21 April 2017, from https://www.financialtherapyassociation.org/.
- Jenkins, N. H., Stanley, S. M., Bailey, W. C., & Markman, H. J. (2002). You paid how much for that: How to win at money without losing at love. San Francisco: Jossey-Bass.Google Scholar
- Klontz, B., & Klontz, T. (2009). Mind over money: Overcoming the money disorders that threaten our financial health. New York: Crown Business.Google Scholar
- Kreuger, D. (Ed.). (1986). The last taboo; money as symbol and reality in psychotherapy and psychoanalysis. New York: Brunner/Mazel.Google Scholar
- Lawrence, F. C., Thomasson, R. H., Wozniak, P. J., & Prawitz, A. D. (1993). Factors relating to spousal financial arguments. Financial Counseling and Planning, 4, 85–93.Google Scholar
- Rick, S. I., Small, D. A., & Finkel, E. J. (2009, September 30). Fatal (fiscal) attraction: Spendthrifts and tightwads in marriage.Google Scholar
- Robb, C. A., & James, R. N. (2009). Associations between individual characteristics and financial knowledge among college students. Journal of Personal Finance, 8, 170–184.Google Scholar
- Stolz, R. F. (2009, July). When couples clash over finances. Journal of Financial Planning, 22(7), 20–25.Google Scholar