Financial Planning and Counseling Scales

The personal, household, and consumer finance field is growing quite rapidly, especially as universities and policy makers see the need for additional research and clinical application in this dynamic area of study. Currently, the profession is advancing towards the stage where professional practice becomes increasingly evidenced-based. Financial Planning and Counseling Scales provides educators, researchers, students, and practitioners with a much needed review of reliable and valid personal assessment scales and instruments that can be used for both research and clinical practice. In addition to presenting actual scales and instruments with applicable psychometric details, the book also includes an overview of measurement issues and psychometric evaluation.

Professor John E. Grable, CFP® holds the Vera Mowery McAninch Professor of Human Development and Family Studies professorship at Kansas State University. He received his undergraduate degree in economics and business from the University of Nevada, an MBA from Clarkson University, and a Ph.D. from Virginia Tech. He is the Certified Financial Plannerä Board of Standards Inc. and International Association of Registered Financial Consultants registered undergraduate and graduate program director at Kansas State University. Dr. Grable also serves as the Director of The Institute of Personal Financial Planning and the Financial Therapy Clinic at K-State. Dr. Grable served as the founding editor for the Journal of Personal Finance, a rigorous peer-reviewed research journal. His research interests include financial risk-tolerance assessment, financial planning help-seeking behavior, and financial therapy/counseling. He has been the recipient of several research and publication awards and grants, and is active in promoting the link between research and financial planning practice where he has published more than 75 refereed papers and co-authored two bestselling financial planning textbooks. Dr. Grable has served on the Board of Directors of the International Association of Registered Financial Consultants (IARFC), as Treasurer for the American Council on Consumer Interests (ACCI), and on the Research Advisory Council of the Take Charge America Institute (TCAI) for Consumer Education and Research at the University of Arizona. In 2004 he won the prestigious Cato Award for Distinguished Journalism in the Field of Financial Services, and in 2006 he was honored with the IARFC Founders Award. In 2007 Dr. Grable was awarded the Dawley-Scholer Award for Faculty Excellence in Student Development.

Kristy L. Archuleta, Ph.D., LMFT, is an Assistant Professor in the Personal Financial Planning Program at Kansas State University, project coordinator of Women Managing the Farm, and a Licensed Marriage and Family Therapist in a private psychotherapy practice. Dr. Archuleta earned her Ph.D. and M.S. degrees in Marriage and Family Therapy and a Certificate degree in Personal Financial Planning from Kansas State University. She received her B.S. degree in Family Relations and Child Development and minor in Business Management from Oklahoma State University. Dr. Archuleta works from a systems theory perspective and has experience working with individuals, couples, families, and business organizations. She specializes in working with rural and farm families and those experiencing financial distress. Dr. Archuleta’s career objective is to bridge financial planning and relationship therapy, where financial planners and relationship therapists work together to provide comprehensive treatment for clients experiencing financial distress. Her research interests include rural and farm families, dyadic processes influencing financial satisfaction and marital satisfaction, empirical based treatment for couples experiencing financial difficulties, and theoretical development to understand the connections between financial planning and couple relationships and how to work with them.

R. Roudi Nazarinia is an adjunct instructor and Doctoral Candidate at Kansas State University in the School of Family Studies and Human Services. She received her B.A. in Psychology and a M.A. in Family Studies from the University of British Columbia. With experience in both quantitative and qualitative research methods, her area of research interest is couples’ relationship satisfaction and the transition to parenthood. Ms. Nazarinia also has experience in the social services field where she practiced as a Child and Youth Worker, Family Support Worker, and most recently as the coordinator of the Family Project: Children Who Witness Abuse Support Program in British Columbia, Canada. In that capacity, she facilitated groups for children ages three to 18 and for mothers who had experienced domestic violence; she also conducted community presentations and advocated for families.