Love and Money: Therapeutic Approaches to Couples' Finances - 2 hours
When & Where:
- Date: Wednesday, September 2, 2026
- If you cannot attend this workshop on 9/2, you can pre-register for the on-demand version here: https://www.theknowledgetree.org/p/love-money-coup...
- Time: 12:00pm - 2:00pm Eastern Time
- CE Hours Included: 2 (please see below for details)
- Location: Live Interactive Webinar ("Synchronous") on Zoom
- Investment: $59 before Friday, August 21st at 5:00pm Eastern Time, $69 after
- Presented by: Traci S. Williams, PsyD, ABPP, CFT-I™ (see bio below)
- Workshop Recording: A recording of this workshop is available to review for 60 days after the presentation. However, participants must attend live to receive the "Synchronous" CE Certificate.
- Instruction Level: Intermediate
- Target Audience: Psychologists, Counselors, Social Workers, Marriage & Family Therapists
Learning Objectives:
After completing this workshop in its entirety, you will be able to:
- Categorize couples’ core beliefs into the four primary money scripts.
- Apply at least three therapeutic interventions to support couples in aligning their financial values and decision-making.
Workshop Description:
What happens in the therapy room when love and money collide? Financial conflict is one of the most common and emotionally charged issues couples face, often rooted in deeper dynamics of attachment, power, identity, and security. This workshop equips clinicians with a practical, clinically grounded framework for understanding and treating money-related distress in couples. Drawing from relational, cognitive-behavioral, and financial therapy perspectives, participants will learn to assess clients’ money dynamics, identify underlying “money scripts,” and intervene effectively when couples feel stuck in cycles of conflict, avoidance, or control.
Designed as an interactive, skills-focused experience, this course integrates didactic teaching with case examples and reflective exercises to support immediate application in clinical practice. Participants will leave with concrete tools to facilitate productive financial conversations, navigate issues such as income disparities, financial infidelity, and financial anxiety, and help couples move toward greater transparency, collaboration, and emotional connection.
Workshop Agenda:
- Money is emotional & symbolic (5 minutes)
- The emotional & symbolic meanings of money
- Money as a major source of conflict in relationships
- Couples & money (15 minutes)
- How couples manage their money
- Attachment styles and financial behaviors
- The role of culture, family-of-origin, & society on couples’ finances
- Money scripts and clients’ habits (15 minutes)
- The formation of money beliefs
- The four money scripts
- Common clinical presentations
- Common financial conflict patterns (20 minutes)
- Presenting problems in the therapy room
- The pursuer-withdrawer
- The spender-saver
- Mine vs ours
- Income disparities
- Financial infidelity
- Financial trauma
- Mental health and money
- Addictions and money
- Assessment & case conceptualization (20 minutes)
- Attending to the meaning of money
- Identifying the meaning of money in couples’ work
- Assessing money disorders
- Assessment measures
- Your theoretical orientation and money
- Therapeutic interventions & tools (20 minutes)
- Getting comfortable talking about money
- Emotion regulation
- Readiness to change
- De-escalation
- Shifting from blame to problem-solving
- Effective communication
- Identifying values and setting goals
- Special considerations (10 minutes)
- Financial anxiety and avoidance
- High-net-worth couples
- High-conflict couples
- Self of the therapist
- Scope of practice and ethics
- Experiential practice (10 minutes)
- Applying assessment and intervention techniques to sample cases
- Q&A and resources (5 minutes)
Presented by: Traci S. Williams, PsyD, ABPP, CFT-I™
Dr. Traci Williams is a board-certified clinical psychologist (ABPP) and certified financial therapist (CFT™) in private practice. She has over a decade of experience assessing and treating all age groups. Dr. Traci has presented on a variety of mental health topics in professional settings, both nationally and internationally. She has been featured as an expert in several major media outlets, including CNN, The New York Times, and Forbes. Dr. Traci is a proud Trinidadian who calls Atlanta her second home.
Workshop Schedule (Eastern Time):
- 11:30am - 12:00pm | Sign-In and Welcome
- 12:00pm - 2:00pm | Session
- 2:00pm | Continuing Education Certificates Available
2 CE Hours Included - Details by License Type Below:
- PSYCHOLOGISTS: The Knowledge Tree, A Summit Professional Education Company is approved by the American Psychological Association to sponsor continuing education for psychologists. The Knowledge Tree, A Summit Professional Education Company maintains responsibility for this program and its content. For more detailed information on the current CE ruling in Georgia, or if you are licensed in another state or country, please click here.
- COUNSELORS: The Knowledge Tree, A Summit Professional Education Company has been approved by the National Board for Certified Counselors (NBCC) as an Approved Continuing Education Provider (ACEP), ACEP No. 7153. Programs that do not qualify for NBCC credit are clearly identified. The Knowledge Tree, A Summit Professional Education Company is solely responsible for all aspects of the programs. Please click here for more detailed information.
- SOCIAL WORKERS: The Knowledge Tree, a Summit Professional Education Company, provider #2470, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 1/14/2026-1/14/2027. Social workers completing this course receive 2 clinical continuing education credits. Please click here for more detailed information.
- MARRIAGE & FAMILY THERAPISTS: TKT has applied for approval for this workshop through the Georgia Association for Marriage & Family Therapy (GAMFT). If you are licensed in another state or country, please click here for more detailed information.
Registration: To register for individual workshops, you may use our online payment option, or to pay by check you may print and complete the Registration Form and mail or fax it to our office. The registration form is available on our website: www.theknowledgetree.org. Registration is permitted until the time the workshop begins, unless otherwise specified.
Multiple Workshop Special: There is a 10% Discount with registration for two workshops. There is a 15% Discount with registrations for three or four workshops. There is a 20% Discount with registration for five or more workshops.
Refund/Cancellation Policy: If you can no longer attend a workshop you have registered for, you can either receive a credit for another workshop or receive a refund if you are within the refund policy period. Refunds will be given for cancellations received at least five days prior to the workshop. More information about refund/cancellation can be found here.
Attendance Policy: 100% attendance and completion of a course evaluation is required at any CE program in order to receive credit for that CE program. No partial credit is given. Certificates of completion will be available in each attendee’s account once the broadcast has ended and the course evaluation completed.
ADA Requests: We will make every effort to accommodate any reasonable ADA request. Please call or email us at least two weeks prior to the event. Payment and registration are required to fulfill an ADA request.
No Conflict Policy: Neither The Knowledge Tree nor its speakers have received any commercial support for this program or its contents and will not receive any commercial support prior to or during this program.
System Requirements: Live Interactive Webinars are facilitated via Zoom. System requirements for the Zoom platform are linked at our FAQ page.
We are an approved vendor for the U.S. Department of Veterans Affairs for easy reimbursement of educational expenses for VA employees.
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For information about our Continuing Education Workshops, please contact our Customer Service team at: theknowledgetree@summit.zendesk.com |
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