Ashley Quamme - Bridging the Gap Between Money and Mental Health

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Ashley Quamme. Ashley graduated with her bachelor’s degree in Psychology from the great Appalachian State University in Boone, NC. She left my heart there and headed down the mountain to Valdosta State University where she received a Master of Science in Marriage and Family Therapy. Currently she is pursuing a graduate certificate in Financial Therapy from Kansas State University. She utilizes Emotionally-Focused and Solution-Focused practices with her clients. She has extensive training in understanding what makes relationships work pulling from The Gottman Institute, Emotionally-Focused Therapy, and Motivational Interviewing. Ashley is married to her college sweetheart who pursued his passion of becoming a CFP® Together they have 2 precious kids who they enjoy running around to ball games and extracurriculars. When she's not playing mom or taxi driver, she loves being in her garden growing vegetables and herbs.

Tune in to hear:

- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?

- When should a financial advisor make a referral to a mental health practitioner?

- What is circular questioning and what is an example of where an advisor might apply this technique?

- From a high level perspective, what is the notion of “stages of change readiness?”

- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness? 

- Is there some sort of thought exercise you can give a client that’s in the pre-contemplative stage of change to sort of catalyze a new way of thinking?

- What’s the danger of trying to move someone through the stages of change too quickly?

- What does it mean to be “trauma informed” and why might advisors want to be aware of this?

- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?

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