COPYRIGHT ©2025 LAUREN A.JEFFERY & ASSOCIATES, LTD. ALL RIGHTS RESERVED.
The money Elephant
how to talk about money with Your clients
Course objectives
- Navigate the social determinants of health (SDH) affecting their financial situations.
- Identify and address your clients' thoughts, beliefs, and attitudes about money.
- Chart new pathways toward sustainable financial outcomes.
- Explore the narratives that shape their financial realities.
Together, we can empower clients to cultivate a positive relationship with money and enhance their overall well-being.
Understanding the Evolving Relationship with Money
Over the past few decades, our relationship with money has transformed dramatically. The rapid adoption of technology and globalization, coupled with the decline of public infrastructure and institutions like healthcare, education, and support services, has made money crucial for maintaining a certain standard of living. But what happens when clients develop unhealthy relationships with money, and how can we assist them?
The Dual Nature of Money
While money can resolve various issues, it can also give rise to new challenges, such as substance abuse (including alcohol and drugs) or engaging in high-risk behaviors (like gambling and risky sexual activities). Conversely, financial insecurity presents its own set of problems. So, how do we guide our clients through a world driven by transactions and consumption?
Cultivating Healthy Financial Relationships
In our rapidly changing environment, individuals recovering from addiction must learn to foster a healthier relationship with money and finances. This workshop delves into how we can support clients in understanding their financial connections and the impact of their current circumstances.
course outline
The 3-hour session looks like:
Social Determinants of Health & Money
Discover how money shapes health outcomes in this powerful session on Social Determinants of Health (SDH). Dive into the critical role money and finances play in your clients life.
The Place You Stand
Your perspective shapes your ability to help others. Whether you’re observing, advising, or guiding, the space and place from which you operate as a “helper” is critically important. Your perceptions, judgments, and decisions are all filtered through your personal lens—shaped by your own experiences.
Having the Talk
Let’s face it—money is a tricky subject. It has the power to bring out the best and worst in people, sparking feelings of discomfort, joy, and everything in between. Power dynamics between practitioners and clients may make these conversations uncomfortable or awkward. This section puts new skills in action.
Target Audience
facilitator
Lauren has over 25 years of experience working with individuals and their money through counselling, consulting and teaching roles. She is a Registered Psychologist and holds a Master’s degree in Counselling and Psychology. In addition to teaching others how to navigative complex relationships, she has a private clinical practice working with individuals on a variety of mental health issues. As a therapist, Lauren brings a strong desire to facilitate excellent and enjoyable learning experiences in her workshops that reflect her compassion, warmth and humour. Learn more about Lauren here.