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Dr. Kristy Archuleta: Understanding Clients with Financial Therapy

Jamie Hopkins - April 17, 2023 - 0 comments

In this episode of the Framework podcast, hosts Ana Trujillo Limon and Jamie Hopkins are joined by Dr. Kristy Archuleta, one of the founders of the financial therapy disciplines, to discuss the importance of integrating financial psychology into the financial planning process.

Dr. Archuleta emphasizes the need to empower clients and engage them in the process for optimal outcomes.

“I knew from my experiences that I grew up in kind of a unique family where the family relations were really strong, and I wanted that to be an experience that other people had, and so I wanted to replicate that for others.” — Dr. Kristy Archuleta

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