Shilpa Bhaskar Gole, FFC®, CFP® on LinkedIn: #ftac2024 | 54 comments (2024)

The breakout sessions at the Financial Therapy Association Conference 2024 have been very insightful! #FTAC2024Dr. Robin Raniero Norris, LMFT's session on Seeing Financial Therapy in 3D (Dyslexia, Dysgraphia and Dyscalculia) gave me ideas on how to engage more effectively with my clients on the 3D spectrum.I learnt from Jay Zigmont, PhD, CFP® about financial planning for the niche he works with - Childfree people, and all the wins and challenges he sees on his clients' financial journeys.Prince Sarpong, PhD, CFP® amazingly moderated the Equity and Inclusion roundtable - so many cultural nuances to financial behaviours, norms and beliefs were captured! 🧠 Dr. Alex Melkumian PsyD, LMFT 💵 and Rahkim Sabree, AFC® spoke on addressing financial trauma through culturally informed financial therapy. Took plenty away from the session!Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ threw light on a lesser observed but highly significant aspect of client relationships -- communication with the client between sessions -- and how it impacts their emotions. Dr. Moira Somers' keynote hit home hard in many ways. And a very useful financial therapy 101 session for us newbies facilitated by Kristy Archuleta, Ph.D., LMFT, CFT-I(TM), Dr. Christine Hargrove, Benjamin Hampton, CFP® , Megan Ford, Ph.D., LMFT, CFT-I(TM) and, John Grable So many takeaways! So much cross-functional learning!

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⚠️ It takes just one emergency to completely wipe out your wealth. You heard that right.So before you do anything else...Build a safety buffer around your wealth first ☔______Focus on these two steps to build the safety buffer 👇🏾1. Create an emergency fund that's at least six months of your expenses 💰 2. Avail a health insurance cover that's enough to meet a big hospitalization expense in the place you live 🏥______Once the safety buffer is in place, you can start investing and building wealth for your future goals, dreams and aspirations. Peace of mind, protection to your wealth, and prosperity ✨

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Why do I repeatedly say - "I help you FIND your financial confidence?"⭐ Because what I help you do is search inside yourself. ⭐ Because I believe you have limitless potential within you to figure your money and life (and everything in between) out. ⭐ Because the talk you have with yourself is WAY more powerful and effective, than any amount of "guidance" or "advice" you receive.On the other hand..🤔 If I claimed I help you "get" confident, it would mean I had some secret confidence sauce. All I would need to do is give it to you, and voila.🤔 If I claimed I "empowered" you, it would mean I had probably concocted some cool power drink. All I would need to do is give it to you, and voila.Nah!The truth is..I don't have a confidence formula to offer. 🤷🏾♀️What I do have to offer is..Powerful questions and tools, to help you discover your superpowers.. the superpowers YOU can use to take charge of YOUR money! 💥Welcome to my world of financial coaching :)

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"Women tend to take fewer risks with their money." It's not that women have a lower risk appetite. A lot of women don't take risk with their money, because they don't know what risk means. Bridging the knowledge gap is important, for women to take risk (to an extent) with their money -- to be able to build wealth over the long-term.

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