Healing Money Issues is designed for people seeking to understand their relationship with money. The Wall Street Journal referred to this workshop as "an innovative effort that combines Experiential Therapy with nuts and bolts financial planning."

To review two Wall Street Journal articles about this program, visit

March 2006 - Financial Infidelity: When It's OK to Shop Behind Your Spouse's Back

September 2003 - Money Hang-Ups Come From Your Upbringing

For many people, current problematic or confusing money issues such as overspending, hoarding, family discord, entitlement, "thinking poor", debting, inability to receive, save, or follow through on good financial plans, and similar issues often have historic ties to innocent beliefs and feelings from our past. This 5 1/2-day program is designed to allow participants the opportunity to examine the life experiences that have shaped their current relationship with money as well as process feelings and behaviors that are attached to these beliefs.

In this program, all participants will be given the opportunity to look at new ways of relating to money. Specific experiential techniques such as psychodrama, guided imagery, meditations, written exercises, and small group process will be used. Many areas will be examined as they relate to money issues such as family of origin, unresolved trauma, loss, shame, emotions, dreams and hopes. By the program's end, participants will have an opportunity to identify a plan of recovery for their money issues.

Financial Integration Workshop

This highly customized program is designed to allow clients to work privately with specially trained staff on areas of concern regarding their financial life. For additional information on this program contact our office.

Healing Money Issues is based on the lifechanging new book, The Financial Wisdom of Ebenezer Scrooge. Written by Onsite's Ted Klontz, Rick Kahler, and Brad Klontz, the book is available at Onsite, bookstores and Amazon.com.

These programs can help you:

• Identify the beliefs and feelings about money that keep you stuck.
• Examine how your net worth can impact your self-worth.
• Discover your authentic goals and values.
• Process life experiences that have shaped your relationships with money.
• Look at new ways of gaining information about and relating to money.
• Leave a family legacy of financial wellness.

Frequently Asked Questions

Who should attend?

This program is designed for people seeking to understand their relationship with money. Anyone who has concerns about how he or she thinks and behaves around financial and life planning issues can come to this program to increase their understanding of their own behaviors and how their histories and current experiences shape that behavior. This program can also be helpful for professionals such as attorneys, financial planners, accountants, bankers and therapists who assist clients daily with their money issues. It is important to understand and be clear about personal money issues in order to be most helpful in guiding others.

What will happen during the workshop?

There will be three components to the workshop. The centerpiece of the program is experiential therapy group process where participants can explore the issues that drive their behavior and attitudes about money. The second component is participation in experiential exercises, psychodramatic techniques, guided imagery, meditations, creative expression, written exercises and group sharing, as well as receiving practical financial information. The third component is a specific individualized plan for change to implement when you go home that will include any behavioral and attitudinal changes about money you choose to make, and the development of an emotional, behavioral and financial support system to assist you in making changes. Each person will have an opportunity in all three components to uncover and work through feelings, explore boundaries, dissect attitudes, and develop a model of recovery from dysfunctional or painful money issues. Many areas may be examined as they relate to money issues such as family of origin, unresolved trauma, loss, shame, and emotional blocks. Also, exploring dreams and hopes will be an important part of the process.

What outcomes can I expect?

• You will identify beliefs and feelings that shape your relationship with money
• You will process and integrate personal, emotional and financial issues and develop a support system for change.
• You will examine money issues as an external manifestation of your internal life.
• You will integrate both positive and negative experiences with money.
• You will broaden your perspective and develop your personal definition of wealth that goes beyond money.
• You will have an opportunity to practice healthy behaviors and commit to taking action around finances, emotions and behaviors.
• You will identify the role of money as a medicator.
• You will learn practical financial information and resources.

Why is money a focus for therapy?

Research has shown that money is among the most common issues thought about, but is rarely talked about on a personal level. Self-worth is often tied to attitudes, beliefs and resulting behaviors around money issues. In addition, money is one of the major areas for conflict in our relationships. We know that money is an area of our lives that triggers emotional reaction, and emotions often drive our behaviors, attitudes, and choices about money. For many of us, this can be a negative cycle. The same dynamic cycle, integrated and redirected in a positive way, can be a wonderful enhancement to our life plan. This therapeutic process will allow the opportunity to examine, integrate and regulate ourselves by providing a safe, structured, holistic environment to examine our relationship with money.

Who will be facilitating the workshop?

Leading the group therapy portion of the program will be experiential therapists from Onsite Workshops’ exceptionally trained clinical staff. In addition, one of the nation’s leading financial planners will be co-leading the workshop in order to best facilitate the integration of money and personal issues. Please be aware that there will be no sales of any particular financial product or service.

Will I come away with a specific financial plan for myself?

No. The purpose of this workshop is to help you open yourself to your own internal resources; it will help you make choices and get support so that you can put together a financial plan that is congruent with your values, your life circumstances and your dreams when you return home. The therapy will assist in opening you to potential choices and possibilities, less hampered by emotional blocks.

Do I currently need to be working with a therapist or a financial planner?

It is not necessary to have a therapist or a financial planner before coming to the workshop. We can help you with resources should you need help finding someone in your area to support you when you leave the workshop. If you currently have a therapist, we will ask for input in furthering your therapeutic goals after you sign a release for us to make the request in order to guide you in developing ongoing support for your aftercare plan upon leaving the program. If you do not have a financial planner and need some guidance in finding one, resources will be available.