1.      Identify a client’s interconnected emotional unit.

2.     Analyze how intergenerational values and emotional legacies impact financial decision-making.

3.     Demonstrate an understanding of how perspective informs behavior.

1.      Use genograms to reveal key financial roles, patterns, and communication dynamics within a family.

2.     Assess how intergenerational wealth trends shape current financial behavior and expectations.

3.     Interpret family history to inform personalized, relational financial planning strategies.

4.     Support a system of interdependence over independence or dependency.

1.      Evaluate your own emotional responses during client sessions and their potential impact on decision-making.

2.     Be authentically you.

3.     Recognize how your personal background may influence your professional approach with families.

4.     Practice self-reflection and supervision to maintain objectivity in client interactions.

5.     Use awareness of your biases to foster trust, rapport, and empathy.

1.      Learn how to listen with your eyes.

2.     Use communication strategies that produce lasting improvements in financial and relational stress.

3.     Understand how client goals contribute to your communication approach.

4.     Develop strategies for building empathy and compassion to reduce conflictual conversation.

5.     Gain a holistic understanding of how conflict resolution relates to broader wellness.

1.      Recognize physiological and emotional signs of stress in financial conversations.

2.     Apply de-escalation techniques to support calm, constructive dialogue.

3.     Maintain focus on long-term goals even when conversations become emotionally intense.

1.      Expand on differentiation of self and its relevance in intergenerational dynamics.

2.     Identify and navigate emotional fusion or cutoff patterns that may influence financial decisions.

3.     Identify when triangulation is occurring and understand its impact on family and adviser roles.

4.     Integrate family history into the financial planning process.

1.      Use documentation to track relational shifts and adjust planning approaches accordingly.

2.      Recognize readiness for change and adjust communication accordingly.

3.      Maintain clear, confidential records that support continuity of care and ethical standards.

1.      Clarify your professional role and its limits within the context of family systems work.

2.      Identify when to refer clients to other professionals for support beyond financial advising.

3.      Collaborate with a multidisciplinary team while maintaining appropriate boundaries.

4.      Apply key ethical principles relevant to working with families in financial planning.

1.      Practice self-compassion.

2.      Demonstrate knowledge through case applications.