• Products
  • Insights
  • Practice Management
  • Resources
  • About Us
Help clients discover how their unique history with money can impact their financial decisions

What your clients’ past can reveal about their relationship with money

Your clients are constantly making financial decisions in their daily lives, but few stop to think about why they make those decisions. A decision that seemed rational at the time might be a regrettable one later, leaving a client wondering, “Why did I do that?”

It’s because they have a unique history with money, or “money story,” that’s influencing their financial decision-making in ways they don’t even realize.

Kathleen Burns Kingsbury, wealth psychology expert, brings decades of experience counseling clients about their money story.   


Clients and prospects will learn: 

  • How to discover their own money story
  • How it impacts the way they save, spend, invest, and gift money 
  • How they can change their money story to make better financial decisions

Introducing this concept will demonstrate that you’re a financial professional who’s committed not only to the technical aspects of money management, but also the human side of finance.


Your Money Story Overview Video (02:48)

Kathleen Burns Kingsbury, founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing.

Next Steps

1 Download and read the client whitepaper
2 Contact your Hartford Funds advisor consultant about hosting a client event


Order Now >

*Contact your Hartford Funds representative or call 800-456-7526 about CE information. Hartford Funds is the provider of CE credits. 

Kathleen Burns Kingsbury is not affiliated with Hartford Funds and is not the presenter of the CE materials.


The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value