Article

Motivating and Helping the Overspending Client: A Stages-of-Change Model

Cheryl R. Holland Advice for Advisors

Cheryl recently contributed to an article in the Journal of Financial Planning that focuses on how to motivate and help a client with a pattern of severe overspending. The article provides guidance and techniques based off the Stages-of-Change model to help clients toward success and control of their spending habits.

The article was a collaborative effort by James Grubman, Ph.D, Kathleen Bollerud, Ed.D. and abacus’ Cheryl Holland, CFP. You can view the article on the Journal of Financial Planning‘s website.

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