Abstract

The financial genogram offers the therapist an opportunity to explore and unpack his or her own financial journey as a method of self-reflection and self-discovery as well as to become more responsive and understanding toward our clients. This manuscript utilizes an experiential financial therapy framework to make a case for why this self-of-the-financial-therapist process is beneficial, provides steps on how to create the therapist’s financial genogram, and outlines a guide of reflective questions for the therapist to consider as part of the financial genogram process.

Keywords: financial genogram, self-of-the-therapist, self-reflective therapist, therapist personal growth, financial training

How to Cite:

Holden, C. L. & Jeanfreau, M., (2023) “The Self-Reflective Financial Therapist: Creating a Financial Genogram”, Journal of Financial Therapy 14(2). doi: https://doi.org/10.4148/1944-9771.1339