Julie Fortin, CFP®, FBS®, CeFT®, Marlis Jansen, LMFT, FBS®, and Bradley T. Klontz, Psy.D., CFP® to receive annual award for outstanding contribution to the Journal of Financial Planning

DENVER (April 21, 2021)— The Financial Planning Association® (FPA®) is pleased to announce Julie Fortin, CFP®, FBS®, CeFT®; Marlis Jansen, LMFT, FBS®; and Bradley T. Klontz, Psy.D., CFP®, as the recipients of the 2021 Montgomery-Warschauer Award for their May 2020 Journal of Financial Planning paper, “Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being.”

In its 10th year, the Montgomery-Warschauer Award recognizes the paper published in the Journal of Financial Planning that provided the most outstanding contribution to the betterment of the profession in the preceding year. The award is named after the late Henry Montgomery, who helped create the Journal, and Tom Warschauer, the Journal’s first academic editor.

“As the flagship publication of FPA, the Journal of Financial Planning paves the way in unveiling new approaches that continue to transform the practice of financial planning,” says FPA President Skip Schweiss, CFP®, AIF®. “As the financial planning profession evolves, I applaud Fortin, Jansen, and Klontz for their contribution to help practitioners discover the concept and benefits of incorporating Interpersonal Neurobiology techniques into their practice while supporting the Journal’s mission to expand the body of knowledge in the profession.”

Twelve peer-reviewed research papers were considered for this year’s award. Votes from the 2020 Journal Editorial Advisory Board and the Journal editorial staff determined the winning paper. The award will be presented to Fortin, Jansen, and Klontz during the 2021 FPA Annual Conference Sept. 22 – Sept. 24, 2021, in Columbus, Ohio.

This paper introduces the field of Interpersonal Neurobiology (IPNB) and how it can augment a practitioner’s approach to financial planning. Key components and practical applications for integrating IPNB techniques are explored to help financial planners build deeper client relationships, improve effectiveness and enhance client outcomes. Additionally, the research concludes financial planners who practice IPNB concepts are also likely to experience shifts in their neural integration resulting in better client-planner relationships and job satisfaction.

“Maximizing one’s net worth is a goal that misses the most valuable benefit of working with a good financial planner — getting one’s money to maximize the quality of one’s life. So much of that rests on the quality of relationships,” says Journal Practitioner Editor Daniel B. Moisand, CFP®. “This paper opens the door to the world of Interpersonal Neurobiology, providing the profession with a treasure trove of concepts that can help them forge deeper, more rewarding and more effective relationships with their clients.”

Julie Fortin, CFP®, FBS®, CeFT®, is a partner and wealth adviser with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women and couples successfully navigate life transitions while cultivating financial security and well-being. She specializes in wealth psychology and the neuroscience of financial decision making. Fortin holds a Master of Finance Degree (MSF) from Suffolk University’s Sawyer School of Business and a graduate certificate in behavioral finance and financial psychology from Creighton University. She serves on the board of the Financial Therapy Association.

Marlis Jansen, MA, LMFT, is founder and CEO of Graddha, a wealth dynamics practice dedicated to promoting human connection, empowerment and creativity by understanding wealth in all its forms. Graddha serves individuals, couples, families and their family offices to support multigenerational family cohesion and stewardship. Specializing in wealth psychology, Jansen helps her clients increase their emotional awareness and agility with respect to their wealth, prepares the rising generation to become responsible stewards, and facilitates families toward more fulfilling relationships.  She holds a Bachelor of Arts from Harvard University, a master’s degree in counseling psychology from the California Institute of Integral Studies and a graduate certificate in behavioral finance and financial psychology from Creighton University.  

Bradley T. Klontz, Psy.D., CFP®, is a founder of the Financial Psychology Institute and an associate professor of practice in financial psychology at Creighton University’s Heider College of Business. He is managing principal at Your Mental Wealth Advisors, a fellow of the American Psychological Association, and is former president of the Hawaii Psychological Association. Dr. Klontz was awarded the Innovative Practice Presidential Citation from the American Psychological Association and is co-editor/author of six books on the psychology of money, including Facilitating Financial Health, Financial Therapy and Mind Over Money.

“Theory development continues to be a critical task in financial planning research. The authors are to be commended for their novel approach and for introducing the profession to a framework that can inform financial planning theory and research,” says Journal Academic Editor Stuart J. Heckman, Ph.D., CFP®. “I look forward to seeing more applications of Interpersonal Neurobiology as we work to build the financial planning body of knowledge.”

Fortin, Jansen, and Klontz will present the award-winning research at the 2021 FPA Annual Conference. At their request, FPA will split their $1,000 winnings in donations to the Global Association for Interpersonal Neurobiology Studies (GAINS) and the National Endowment for Financial Education (NEFE).


About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the practice, business and profession of financial planning, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA at financialplanningassociation.org and follow on Twitter at twitter.com/fpassociation

About the Journal of Financial Planning
First published in 1979, the mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. With monthly feature articles, interviews, columns, and peer-reviewed technical contributions, the Journal’s content is dynamic, innovative, thought-provoking, and directly beneficial to financial planners and their work. Learn more at fpajournal.org.