Kristy L. Archuleta

Financial Therapy Trailblazer

Ph.D., LMFT, CFT-I™

Atlanta, Georgia

Kristy L. Archuleta

Financial Therapy Trailblazer

Ph.D., LMFT, CFT-I™

Atlanta, Georgia

Dr. Kristy Archuleta is an internationally recognized and award-winning Professor in Financial Planning at the University of Georgia, a Licensed Marriage and Family Therapist, and a Certified Financial Therapist-I™. Known for her contributions to the development of financial therapy, she is a co-founder of the Financial Therapy Association, the Journal of Financial Therapy, and the nation’s first academic financial therapy program.

Dr. Archuleta has published numerous scholarly articles, co-edited two books, and commonly appears in podcasts and major news media outlets. She currently serves on the Board of Directors for the National Association of Personal Financial Advisors, the Financial Therapy Association certification committee, and three editorial review boards. 

Featured Videos

Speech Topics

Tapping Clients’ Strengths to Create Behavior Change (CFP & AFC CEU Eligible)

Financial therapy is the integration of emotion, thoughts, behavior, relationships, and its effect on financial and overall well-being. Financial therapists tap into one or more of these areas to help clients make changes to improve individual, couple, and family financial and overall well-being. This presentation introduces basic concepts of financial therapy, including what it is, clients’ money beliefs, 2-3 tools that professionals can implement with their clients, and how to collaborate with a financial therapist. 

Communication Skills for Financial Planners (CFP & AFC CEU Eligible)

The basis for client success is a strong working alliance between advisor and client. Effective communication skills are essential to building a solid relationship with clients. In this presentation, we will review communication basics, uncover the essentials of listening and explore the use of curiosity to build better client relationships.

Financial Anxiety & Stress (presented with Dr. John Grable | CFP & AFC CEU Eligible)

Stress about money is one of the top stressors among Americans. Anxiety and stress can get in the way of clients’ ability to follow through or implement recommendations. In this presentation, we explore the differences between anxiety and stress, effective tools to help clients manage financial anxiety and stress, and how to make an appropriate referral. 

Creating Financial Partnerships with Family Clients (CFP & AFC CEU Eligible)

Effectively communicating and building trust with clients is a significant aspect of engaging and retaining clients to fulfill the financial planning process. Couple or family relationships (e.g., married couples, non-married couples, siblings, parent-child, etc.) present dynamics that can complicate the financial planning process. This presentation addresses how to (a.) successfully engage and connect with relational clients, (b.) build trust when working with relational clients, (c.) diffuse conflict with relational clients, and (d.) collaborate with other relational experts to help your clients reach their financial goals.

A New Way of Thinking: Solution-Focused Financial Therapy (minimum 2 hours for introduction; more advanced training is 4-6 hours | CFP & AFC CEU Eligible))

Do you ever feel stuck and do not know what to do next? Do clients seem like they don’t implement recommendations or do things that would help them achieve their financial goals? Solution Focused Financial Therapy borrows from the evidence-based approach of Solution-Focused Therapy and combines it with personal finance to help clients implement changes to meet their goals. In this intensive training, Dr. Archuleta utilizes evidence and experience to take a deep dive into how to utilize Solution-Focused Therapy tools and techniques to access clients’ strengths to help them create meaningful changes in their lives and achieve financial and overall well-being.

Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It (CFP & AFC CEU Eligible)

Feeling overwhelmed, stressed, and burned out? Is connecting with clients harder? You are not alone. Stress and burnout are real concerns that financial advisors face as professionals who help others. The pandemic we have endured over the past two years has created or, in some cases, intensified these issues. Striking a balance may seem impossible. This presentation will explore stress and burnout and provide tools for financial planners to manage burnout so you can keep thriving in your work with clients—even when you don’t feel like it. 

Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues (CFP & AFC CEU Eligible)

Have you ever felt like you needed the skills of a therapist but were not trained as one? An essential aspect of being a financial professional is working with the humanness of our clients. Dealing with the human side of people can be difficult and messy and may leave you feeling like you are a therapist when you do not have the qualifications, education, or background to do so. Dr. Archuleta will utilize her training and experience as a Licensed Marriage and Family Therapist and a Certified Financial Therapist-I™ to address how to handle difficult situations and mental health crises when you are not a therapist. In this presentation, she will help financial professionals know:  (a) how to respond to clients who are experiencing distress or are in a crisis, (b) clarify your scope of practice and when and how to get help, (c) identify collaboration models with other helping professions, and (d) discover strategies for self-care as a help provider.

Testimonials

Dr. Archuleta is an engaging and effective speaker. She is adaptable to her audience, is able to maintain the attention of her audience while also delivering cutting-edge content in an exciting interactive format.

Jared Pickens
Director & Assistant Professor, Financial Planning, Texas A&M – Commerce

Kristy is passionate about helping, teaching, guiding, and explaining all you need to know about people behind the numbers. In a thoughtful, clear and calm way she gets everybody energized and passionate about human psychology!

Robert Van Beek
Owner & Consultant, About Life and Finance (Belgium), Board of Directors, Financial Planning Association

Testimonials

Dr. Archuleta is an engaging and effective speaker. She is adaptable to her audience, is able to maintain the attention of her audience while also delivering cutting-edge content in an exciting interactive format.

Jared Pickens
Director & Assistant Professor, Financial Planning, Texas A&M – Commerce

Kristy is passionate about helping, teaching, guiding, and explaining all you need to know about people behind the numbers. In a thoughtful, clear and calm way she gets everybody energized and passionate about human psychology!

Robert Van Beek
Owner & Consultant, About Life and Finance (Belgium), Board of Directors, Financial Planning Association

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