Money Memories Can Reveal Our Attitudes About Money and Help Uncover Financial Change Inhibitors

In a recent Kitces article, Meghaan Lurtz, Ph.D., discusses the importance of conversing with clients about their memories of money use. These memories can provide valuable insights into their financial behaviors, their psychological approach to money, and assist planners in providing the most valuable financial advice possible.
“Money memories can be a powerful tool if we harness the energy they release and use it toward present-day insight and self-exploration.”
Click here to read more.