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Restoring Healthy Balance by Creating a Space to Disconnect Each Day

Woman Drinking Tea

In our always-connected lives, it can be hard for our clients to find a quiet space to reflect on their goals to take control of their money and their lives. Our smartphones are never more than a few feet from our bodies. Our constant stream of emails offer a non-stop distraction from focusing on family and the present moment.

And always staying connected to technology and the distractions that come with it, keeps us disconnected from ourselves and from those who count on us for loving support. This state of constant-connectedness is quite unhealthy physically and mentally. It throws our lives out of balance.

And as we know and often share with our clients, healthy lives require balance. Inviting balance into our lives requires living in the present, honoring the past and planning for the future. Living a more balanced life may sound and be challenging, but this type of thinking and planning is foundational to sustainable, long-term financial behavioral change.

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Center for Financial Social Work Hosts Pre-Summit Session at 2015 Black Family Summit


We’re excited to announce that Reeta Wolfsohn, CMSW will be doing a one-day Financial Social Work Institute session at the 3rd annual Black Family Summit in Jackson, Mississippi. The Financial Social Work Institute will be the focus of the pre-summit session held on April 13 from 9:00 a.m. – 3 p.m. at the Jackson State University e-Center. The 2015 Black Family Summit runs from April 13 – 15 (more details below).

Those attending the Institute pre-summit session can expect an interactive, introspective day of learning. In addition to an in-depth look at the Financial Social Work behavioral model, participants will explore and learn from their individual money stories, advance their understanding of financial profiling, gain insight into the gender of money and much more.

Each participant will leave with new skills, tools and materials to help themselves and their clients create a better financial future. Also, the 2015 Black Family Summit will provide CEUs – approved in the field of Social Work – courtesy of Jackson State University for participants in the Financial Social Work Institute pre-summit session.

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Understanding the Financial Effects of Gender Discrimination and Cultural Beliefs on Your Female Clients

Diverse Natural Women with Beautiful Smiles

Understanding the financial effects of gender discrimination and cultural beliefs is vital in helping your female clients achieve financial behavioral change. Because money beliefs – thoughts, feelings and attitudes about money – affect financial success, it is very important that we are able to share with our female clients how gender discrimination and cultural beliefs play a primary role in affecting their money beliefs.

Unfortunately, the financial gender discrimination and underlying cultural beliefs which leads to that discrimination have a profound effect on the financial wellbeing of our female clients. Those effects often show up as learned financial passivity, financial disempowerment and hopelessness.

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Empower Your Clients to Achieve Financial Success with S.M.A.R.T. Goals

Woman talking to peers in group setting

How can you help your clients formulate financial goals which empower them to achieve financial wellbeing? It’s simple. You share the simple, but highly-effective, S.M.A.R.T goals method with them.

As professionals, we may take the importance of goal-setting for granted. Our clients, on the other hand, may have never actually written down goals for any part of their life (health, financial, career, family, etc.) They may not only understand the importance of goals, but they may also feel intimidated by the whole goal-setting process.

It is our job to share with our clients the fact that financial goals are an important and integral part of their financial success. It is also up to us to provide them with the right tools – in this case the S.M.A.R.T. goal method – which empower them to both set and succeed with their financial goals.

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Start a Daily Mindfulness Practice to Improve Health and Financial Wellbeing

Diverse Group of Friends

A daily mindfulness practice is an important cog in the wheel of self-care and financial wellbeing.

Practicing mindfulness enhances our ability to observe thoughts and feelings without judging them good or bad. And as you learn in the Financial Social Work certification process, non-judgment and acceptance are key building blocks to creating positive financial behaviors.

Our thoughts, feelings and attitudes about money determine our financial behavior. Creating long-lasting financial wellbeing with positive financial behaviors first involves accepting our present financial situation without judging ourselves or the reasons for being in that situation.

Mindfulness practice gives us a tool – a path – to reach a non-judgmental state of self-awareness and an understanding that our current financial situation is not permanent. Practicing mindfulness will also help us stay positive and know there is always hope as we work to improve our financial circumstances and our lives.

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New Webinar: Financial Self-Care, the Missing Piece in Financial Wellbeing

New Webinar: Financial Self-Care, the Missing Piece in Financial Wellbeing

Thursday, Feb 26th at 2:00 PM ET / 11:00 AM PT

This webinar is completely free and registrants will receive a recorded video of the presentation!

Register Now!

Self-care, any deliberate behavior taken to improve physical, mental and emotional health, can be challenging personally and professionally. This is because financial wellbeing is not addressed, and financial wellbeing is the foundation for physical, mental and emotional health. Financial Self-Care is the essence of financial wellbeing.

The Financial Therapy Network will sponsor this February Financial Social Work webinar.

Topics of Discussion

  • What financial self-care is.
  • The role financial self-care plays in physical and emotional health.
  • The Four (4) Parts of Financial Self-Care.
  • How to develop a Financial Self-Care Plan.
  • Eight Financial Self-Care Behaviors.


Picture of Reeta Wolfsohn

Reeta Wolfsohn, CMSW

Reeta Wolfsohn, CMSW, is the creator of Financial Social Work and the soon to launch Financial Therapy Network. Financial Social Work has been taught at the University level and is included in the Oxford Online Social Work Encyclopedia.


Financial Therapy Network logo (square / transparent)

Financial Therapy Network

Financial Therapy Network is a supportive, safe, and positive place to join others and learn about money, discover your inner financial self and achieve financial wellbeing.