Advisor Workshops

Next Session: 

Money Beliefs

Implementing The KMSI-R With Clients

Date: April 27th
Time: 1:00 to 4:00 pm Eastern
Cost: $149/US per person*

This program has been accepted by the CFP Board for two (2) CE credits for program completion.

Join Maggie Klokkenga, CFP®, CPA, AFC® candidate, Ed Coambs MBA, MA, MS, CFP®, CFT-I™, LMFT, and Sarah Fallaw, Ph.D. for a hands-on workshop to help you apply the psychology of financial planning to your practice.

You’ll learn how to use a structured process for exploring money beliefs, and best practices for being flexible in those conversations. You’ll leave this in-depth workshop with a clear process for implementing the  Klontz Money Scripts Inventory-Revised (KMSI-R) when working with clients.

*Need to cancel before the session? We offer a 95% refund for any registration before April 27th. Please see our workshop terms of service for more information.

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About The Workshop

Money beliefs can impact the way clients save, spend, and invest. Ultimately, financial beliefs can impact money-related success. During this session, you’ll learn a process for helping clients both understand and enhance their beliefs about money. You’ll learn how working with your own money scripts positively impacts your work with client money scripts.

This session will give you a clear process for using a well-researched measure of money beliefs, the Klontz Money Scripts Inventory-Revised (KMSI-R), with clients. During the session, you’ll learn how to use a “ladder” technique to help clients understand and reframe negative money beliefs.

After attending the money beliefs workshop, you’ll understand how to:

    1. Measure money beliefs with the Klontz Money Scripts Inventory-Revised (KMSI-R)
    2. Interpret KMSI-R results and prepare for client conversations
    3. Utilize financial therapy techniques when discussing money experiences and beliefs with individual clients and couples

Your Facilitators

Maggie Klokkenga, CFP®, CPA, AFC® candidate

Maggie Klokkenga is a CERTIFIED FINANCIAL PLANNER™, CPA, AFC® candidate and the founder of Make A Money Mindshift, a financial coaching firm in central Illinois. Maggie teaches that once you discover your WHY, you can adjust your mindset and change your HOWs to achieve your WHATs.

Ed Coambs MBA, MA, MS, CFP®, CFT-I™, LMFT

Ed Coambs MBA, MA, MS, CFP®, CFT-I™, LMFT, helps couples fulfill their happily ever after love and money story. It’s no secret couples struggle to connect on their finances. It doesn’t have to be this way with the right type of help. Bringing together the worlds of financial planning, couples therapy, and financial therapy, Ed guides couples in becoming the heroes of their own love and money story.

Sarah Stanley Fallaw, Ph.D.

Sarah Stanley Fallaw, Ph.D. is the co-author of The Next Millionaire Next Door and the founder of DataPoints. She works with firms around the world to help them understand their clients’ personalities. Sarah received her Ph.D. in Applied Psychology from the University of Georgia in 2003.

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