What is a “Certified Financial Therapist?”

00:00 Speaker A

So, President, uh, you have a certified financial planner designation, as do I. But you also have another designation called the certified financial therapist. And the merging of these two uh, knowledge designations makes for, I think, a unique experience for you. Uh, tell us how you are able to sort of influence the perspective of people having a truly successful retirement, given those two designations.

00:43 Speaker B

Yes, absolutely. You know, uh, people have to see themselves in their financial plan. And if they don’t, then there’s no stick-to-it stick-to-itness to the plan, right? And this is why it always goes back to the the people-centered process. And people like, “Oh, that’s cliche. Uh, well, that doesn’t mean anything.” But you know what? If you don’t, then people won’t even start the plan, won’t commit to a plan, won’t enjoy the the prospering of the plan, right? And I always say, if folks can see their preferences, their life stage, which is points, right, their purpose, and then the their their financial plan will then prosper. All right? So, more peas, more alliteration. But if if folks can, uh, rarely are folks asked, you know, about themselves and to see themselves, investigate themselves, discover. And I get this question often, Bob, is, you know what? I’ve never been asked that. Or, you know, thank you for asking. Because then now, people see their their feelings turn into find the numbers of finances, and then now, you can flourish.