Resources for the NAPFA Conference

MoneyPeace Conversation Starters

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Books and Resources on Psychology & Planning:

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  • Financial Therapy Association  www.financialtherapyassociation.org
  • Money Quotient   www.moneyquotient.org
  • Susan Bradley  Sudden Money Institutewww.suddenmoney.com
    Sudden Money: Managing a Financial Windfall, 2000
  • George Kinder    www.kinderinstitute.com
    The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life, 2000
    Lighting the Torch: The Kinder Method of Life Planning, 2006
  • Olivia Mellon    www.moneyharmony.com
    The Advisor's Guide to Money Psychology, 2002
    Money Harmony: A Road Map for Individuals and Couples, 2014
    Overcoming Overspending: A Winning Plan for Spenders and Their Partners, 2009
  • Susan Zimmerman   www.mindfulassetplanning.com/money-rascals-2/
    The Power in Your Money Personality: 8 Ways to Balance Your Urge to Splurge With Your Craving for Saving, 2002
    Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning, 2013