Intro to the self of the financial therapist

Question 1

What was the educational presentation ‘Identifying Relational and Financial Abuse’ about?

Answer 1

The presentation covered essential concepts related to financial therapy and abuse, emphasizing the need for financial therapists to recognize various forms of abuse, including sexual, psychological, religious, and financial abuse. It highlighted the prevalence of these issues through the lens of the Adverse Childhood Experiences (ACE) study and detailed specific behaviors associated with financial abuse, such as control and manipulation. Participants learned about the limited academic literature on financial abuse, the importance of distinguishing between illegal and improper financial behaviors, and the vital role therapists play in addressing these complexities.

Question 2

What types of abuse were highlighted in the ‘Identifying Relational and Financial Abuse’ presentation?

Answer 2

The presentation covered:
* Sexual abuse
* Psychological and emotional abuse
* Religious and spiritual abuse
* Financial abuse

Question 3

What are some specific examples and themes in financial abuse?

Answer 3

Key themes in financial abuse include:
* Control
* Manipulation
* Secrecy
Financial abuse can occur across different family relationships.

Question 4

What should financial therapists recognize about different forms of abuse?

Answer 4

Financial therapists should recognize that multiple forms of abuse can occur simultaneously.

Question 5

What are some key aspects of assessing financial abuse?

Answer 5

Assessment involves:
* Considering the limited academic literature on financial abuse
* Identifying potential entitlement issues
* Differentiating between illegal and improper financial behaviors
* Considering relational assessment elements

Question 6

What is the role of the financial therapist in addressing abuse?

Answer 6

The financial therapist plays a vital role in addressing abuse. Self-reflection is also important for financial therapists.

Question 7

What are the learning objectives of the video ‘An Introduction to Self-of-the-Financial Therapist’?

Answer 7

Participants will be able to:
* Define ‘transference’ and ‘countertransference’ in the context of financial therapy
* Define ‘self-of-the-therapist’ and ‘self-of-the-financial therapist’ (SOTFT)
* Outline how personal past experiences, triggers, blind spots, biases, personality traits, and money scripts can affect the work of a financial therapist
* Outline why your own money work and personal awareness matters.

Question 8

Define ‘transference’ in the context of financial therapy.

Answer 8

Transference is how clients may relate to therapists as if they were someone from their past. Processing transference may help resolve the clients’ past pain.

Question 9

Define ‘countertransference’ in the context of financial therapy.

Answer 9

Countertransference is how therapists may respond to a client based on another past relationship. Processing countertransference can help you avoid projecting your personal difficulties into the therapeutic process.

Question 10

What are the risks of being unaware of transference and countertransference?

Answer 10

If unaware, therapists risk:
* Acting out repressed emotions and needs
* Unconsciously neglecting or exploiting clients
* Finding it more difficult to maintain appropriate boundaries
Clients may also be resistant or even hostile to the work.

Question 11

What is ‘self-of-the-therapist’?

Answer 11

It is important that therapists resolve unfinished family of origin issues.

Question 12

What does ‘self-of-the-therapist’ entail, according to the Satir model?

Answer 12

It entails being aware of one’s inner process, accepting of what is, knowing one’s self, and looking at possibilities, rather than self-disclosure.

Question 13

What is ‘person-of-the-therapist’?

Answer 13

Person-of-the-therapist work is the willingness of a therapist to participate in a process that requires introspective work on issues in his or her own life, that has an impact on the process of therapy in both positive and negative ways.

Question 14

What is the goal of ‘person-of-the-therapist’ work?

Answer 14

The goal is to learn how to consciously and strategically use the self in therapy, through exploring our signature themes.

Question 15

Define ‘self-of-the-financial therapist’ (SOTFT) according to Klontz, Kahler, & Klontz (2010).

Answer 15

Self-of-the-financial therapist means exploring our own interior and exterior financial health.

Question 16

Define ‘self-of-the-financial therapist’ (SOTFT) according to the Financial Therapy Association.

Answer 16

Self-of-the-financial therapist involves the process of exploring one’s own relationship with money by attending to the emotional, psychological, behavioral, and relational experiences that have shaped a person throughout their lives.

Question 17

What does the FTA’s definition of SOTFT entail?

Answer 17

It entails:
* Understanding and changing your own self-limiting beliefs around money and harmful financial behaviors
* Exploring your financial history
* Finding the underlying reasons for worries about money
* Exploring the impact of race, culture, spirituality, gender, and personal values
* Attending to your exterior financial health

Question 18

What are ‘money scripts’?

Answer 18

Money scripts are the unconscious beliefs each of us have developed concerning money. They are shaped by financial socialization and are usually partly true but can become problematic if extreme.

Question 19

What are the four types of money scripts?

Answer 19

The four types of money scripts are:
* Money avoidance
* Money worship
* Money status
* Money vigilance

Question 20

What are ‘financial flashpoints’?

Answer 20

Financial flashpoints are when money scripts are developed in response to emotionally charged, dramatic, or traumatic personal, family, or cultural events.

Question 21

Why does ‘self-of-the-financial therapist’ matter?

Answer 21

Modeling healthy relationships with money is valuable. By taking the journey ourselves, we can better empathize with our client(s)’ journey.

Question 22

What is ‘congruence’ in the context of therapy (Satir model)?

Answer 22

Congruence is conceptualized as a state of awareness, openness, and connection in three human dimensions: the interpsychic, interpersonal, and universal spiritual.

Question 23

According to the person-of-the-therapist model, how can past negative experiences impact therapy?

Answer 23

Our past negative experiences can actually aid the therapeutic process if we do the introspective work.

Question 24

What is transference in the context of financial therapy?

Answer 24

Transference is when clients unconsciously project feelings onto the financial therapist, usually related to feelings about an important person from their childhood or a more recent relationship.

Question 25

How does transference manifest in a financial therapy setting?

Answer 25

Clients may immediately like or dislike the therapist because they remind them of someone else, project feelings from past relationships onto the therapist, or relate to the therapist as if they were someone from their past.

Question 26

What is countertransference in financial therapy?

Answer 26

Countertransference occurs when the financial therapist projects their own feelings onto clients in a similar way, based on the therapist's past relationships or unresolved issues.

Question 27

How might countertransference negatively impact the financial therapy process?

Answer 27

It may cause therapists to use sessions for their own needs, dominate over someone who reminds them of someone dominating in their past, protect or flirt with someone who reminds them of someone they loved, or neglect/exploit clients to meet their own needs.

Question 28

What are the risks of being unaware of transference and countertransference?

Answer 28

Risks include acting out repressed emotions in indirect and potentially harmful ways, neglecting clients' needs, exploiting clients, maintaining inappropriate boundaries, and clients becoming resistant, hostile, or dropping out of therapy.

Question 29

How can practitioners address countertransference?

Answer 29

By doing their own personal work outside client sessions, finding a peer, trusted colleague, or supervisor to discuss feelings with safely, and processing feelings like shame, anger, and rejection.

Question 30

How can practitioners address transference from clients?

Answer 30

By talking about it directly in session, normalizing the process, helping clients find the roots of the transference, suggesting they talk with another counselor if needed, and pointing out differences between the therapist and the person from their past.

Question 31

What is 'self-of-the-therapist' according to Virginia Satir's model?

Answer 31

It refers to therapists becoming more congruent people by dealing with unfinished business from their past and focusing on their own health and self-care.

Question 32

How does Satir define 'congruence' in the self-of-the-therapist concept?

Answer 32

Congruence is a state of awareness, openness, and connection in three human dimensions: the interpsychic, interpersonal, and universal spiritual.

Question 33

How does self-of-the-therapist differ from self-disclosure?

Answer 33

Self-of-the-therapist is not about self-disclosure, which can take away from client explorations.

Question 34

What practice does the Satir model encourage to help therapists become more emotionally available?

Answer 34

The practice of centering before sessions.

Question 35

According to Satir, why is it important for therapists to be congruent?

Answer 35

When therapists are congruent, they can relate with clients without using projections and operate from a state of harmony and presence.

Question 36

Why did Satir strongly support self-care for therapists?

Answer 36

She believed to be a fully congruent therapist, one must be mentally, physically, and spiritually healthy themselves.

Question 37

What is the 'person-of-the-therapist' approach developed by Harry Aponte?

Answer 37

It emphasizes that past negative experiences can aid the therapeutic process if therapists do introspective work.

Question 38

What are 'signature themes' in Aponte's model?

Answer 38

Core emotional wounds or patterns from a therapist's life that help them relate to clients' pain.

Question 39

How does Aponte's model view a therapist's personal struggles?

Answer 39

As potential assets that can be strategically used in therapy when consciously addressed.

Question 40

According to the person-of-the-therapist model, do therapists need to fully resolve all their personal issues?

Answer 40

No, therapists don't have to resolve all their issues, but must face them to be effective.

Question 41

What question does Aponte suggest therapists reflect on regarding their personal issues?

Answer 41

'What of me is affecting the therapeutic process?'

Question 42

How does working through one's own emotional pain benefit the therapeutic process?

Answer 42

It helps therapists empathize with clients' pain and address issues or make appropriate referrals.

Question 43

How did Klontz, Kahler, and Klontz initially describe self-of-the-financial-therapist?

Answer 43

As 'exploring one's own interior and exterior financial health.'

Question 44

What is the FTA's expanded definition of self-of-the-financial-therapist?

Answer 44

'Self-of-the-financial-therapist involves exploring one's own relationship with money by attending to emotional, psychological, behavioral, and relational experiences.'

Question 45

What are the components of self-of-the-financial-therapist as defined by the FTA?

Answer 45

* Understanding and changing self-limiting money beliefs and harmful financial behaviors * Exploring one's financial history and formative experiences * Finding underlying reasons for money worries, shame, secrets, and fears * Exploring impacts of race, culture, spirituality, gender, and personal values * Attending to one's exterior financial health

Question 46

What are 'money scripts' and how do they relate to self-of-the-financial-therapist?

Answer 46

Money scripts are unconscious beliefs about money shaped by financial socialization, which can become problematic.

Question 47

What are the four types of money scripts identified by Klontz et al.?

Answer 47

* Money avoidance * Money worship * Money status * Money vigilance

Question 48

What are 'financial flashpoints' and how do they relate to money scripts?

Answer 48

Financial flashpoints are emotionally charged events where money scripts are developed in response.

Question 49

How might a financial therapist's own money scripts impact their work with clients?

Answer 49

They can create triggers or blind spots that affect the therapeutic relationship.

Question 50

According to research cited in the video, what percentage of change in therapy is based on the quality of the relationship with clients?

Answer 50

Approximately 30%.

Question 51

Why is self-exploration important for financial therapists?

Answer 51

To work ethically and effectively, financial therapists need to explore past experiences and biases.

Question 52

How does the concept 'You need to put your oxygen mask on first before you care for others' apply to financial therapy?

Answer 52

Financial therapists need to model being financially healthy themselves before helping clients.

Question 53

How does self-of-the-financial-therapist work benefit the practitioner personally?

Answer 53

Practitioners experience personal and professional changes that benefit them directly.

Question 54

How does working on one's own money issues enhance empathy with clients?

Answer 54

It allows financial therapists to empathize with and access clients' money selves.

Question 55

Why does the 'most significant aspect that you bring to therapy is you' quote matter for financial therapists?

Answer 55

It emphasizes the importance of self-awareness and self-work in the therapeutic relationship.

Question 56

How might a money avoidance script impact a mental health therapist's work with clients?

Answer 56

It could cause them to shy away from financial conversations.

Question 57

How might a money vigilance script impact a financial professional's work with clients?

Answer 57

It might cause frustration when working with financially avoidant clients.

Question 58

In Dr. McCoy's personal example, how did her student loan experience impact her as a practitioner?

Answer 58

It cemented her money avoidance and caused disengagement during financial discussions.

Question 59

How did Dr. McCoy's money scripts create counter-transference in her work?

Answer 59

Her view of herself as financially incompetent led to unrealistic expectations of financial professionals.

Question 60

What aspects of self-awareness might help a financial therapist avoid projection and counter-transference?

Answer 60

Awareness of personal money scripts, financial flashpoints, and biases.

Question 61

How might a financial therapist's own financial health impact their credibility with clients?

Answer 61

It enhances their ability to model and teach healthy financial behaviors.

Question 62

How can a financial therapist's awareness of their own culture, race, gender, and socioeconomic background enhance their work?

Answer 62

It helps ensure these factors become attributes rather than detriments to their work.