Designing for Financial Wellbeing Informed by Financial Therapists’ and Coaches’ Practices

Personal money management and financial decisions are both essential and challenging, and most HCI research in this space has focused on end users, such as individuals' or families' financial behaviour.However, we know less about the financial practitioners' practices with their clients to support their financial wellbeing and address their financial challenges.We report an interview study with 21 financial practitioners including therapists and coaches to explore their practices with their clients, as well as their perspective on financial wellbeing and problematic financial behaviour.Findings support richer understanding of financial wellbeing, and its main challenges, as well as the main interventions to address them.We conclude with three design implications to better support financial wellbeing.

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Publication Details

Journal
Lancaster EPrints (Lancaster University)
Published
2025-07-18
Primary Topic
Financial Literacy, Pension, Retirement Analysis
Type
article
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article

Designing for Financial Wellbeing Informed by Financial Therapists’ and Coaches’ Practices

Mariam Alenazi
Lancaster EPrints (Lancaster University)
Financial Literacy, Pension, Retirement Analysis
article

Designing for Financial Wellbeing Informed by Financial Therapists’ and Coaches’ Practices

Mariam Alenazi
article en

Abstract

Personal money management and financial decisions are both essential and challenging, and most HCI research in this space has focused on end users, such as individuals' or families' financial behaviour.However, we know less about the financial practitioners' practices with their clients to support their financial wellbeing and address their financial challenges.We report an interview study with 21 financial practitioners including therapists and coaches to explore their practices with their clients, as well as their perspective on financial wellbeing and problematic financial behaviour.Findings support richer understanding of financial wellbeing, and its main challenges, as well as the main interventions to address them.We conclude with three design implications to better support financial wellbeing.

Lancaster EPrints (Lancaster University)
Lancaster University (GB)
Decent work and economic growth
Openalex Percentile: Top 14%
Financial Literacy, Pension, Retirement Analysis
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