Integrating Behavioral Finance, Financial Psychology, and Financial Therapy into the 6-Step Financial Planning Process.Lawson, D. R., & Klontz, B. T. (2017). Integrating Behavioral Finance, Financial Psychology, and Financial Therapy into the 6-Step Financial Planning Process. Journal of Financial Planning, 30(7), 48–55. Retrieved from https://search-ebscohost-com.jwupvdz.idm.oclc.org/login.aspx?direct=true&db=bth&AN=123923166&site=ehost-live&scope=site
"The article presents a framework for integrating behavioral finance, financial psychology, and financial therapy theories into the six-step financial planning process for financial planners. It serves as a tool in financial planning that could help improve a client’s financial situation and money management. It provides a brief overview of the financial planning standards through several steps including establishing rapport, gathering client data, and evaluating clients' financial status."