207 Financial Planning Research Center (House B)
407 Sanford Dr.
Athens, GA 30602
workOffice Phone: 706-542-2066
|Degree||Field of Study||Institution||Graduation|
|Ph.D.||Cons. Economics/Financial Planning||Texas Tech University||2006|
|M.S.||Personal Financial Planning||Texas Tech University||2003|
|M.A.||Psychology/Fin. Counseling||Texas Tech University||2003|
|B.A.||Psychology||University of Missouri||1996|
My research focuses on client-planner communication within the context of financial planning, financial therapy, investment risk tolerance, the fiduciary standard of care, and financial planning pedagogy.
I am currently invovled in three primary research projects. First, using a primary dataset, I'm investigating the implications of the fiduciary standard on the investment advice process. Second, I'm examining the effectiveness of different theoretically-based financial counseling intervention models.
FHCE 4250 & 6250: Practice Management in Financial Planning
FHCE 5200 & 7200: Financial Counseling and Communication
FHCE 7205: Clinical Practicum in Financial Planning
FHCE 5250 & 7250: Financial Plan Development (Capstone)
FHCE 8900: Seminar in Financial Therapy & Behavioral Economics
ASPIRE Clinic Faculty Supervisor & Advisory Committee Member
|Award Name||Awarded By||Year Awarded|
|Financial Counselor of the Year Award||Association of Financial Counseling and Planning Education||2013|
|Richard B. Russell Excellence in Undergraduate Teaching Award||University of Georgia||2012|
|Robert O. Herrmann Outstanding Dissertation Award||American Council on Consumer Interests||2007|
|Position||Name of Journal||Year(s)|
|Editorial Board Member||Journal of Financial Planning||2014-Present|
|Editorial Board Member||Journal of Personal Finance||2012-Present|
|Editorial Board Member||Journal of Financial Therapy||2011-Present|
|Editorial Board Member||Journal of Financial Counseling and Planning||2010-Present|
|Financial Therapy Association||President||2013||National|
|The Ark||Board member||2014||Regional|
Goetz, J. W., Mazzolini, A., Durband, D. (in press). The Importance of Self-Awareness for Financial Counselors and Clients. In D. Durband, Mazzonlini, A., Law, R. (Eds.), Integrated Evidence Based Financial Counseling. Springer.
Law, R., Goetz, J. W. (in press). Key Communication and Physcial Environment Concepts for Financial Counselors. In D. Durband, Mazzonlini, A., Law, R. (Eds.), Integrated Evidence Based Financial Counseling. Springer.
Chatterjee, S., Goetz, J. W., Grable, J., Palmer, L. (2018). Wiley CFP Examination Review. John Wiley & Sons, Inc. [authorship alphabetical; ~800 pages, original edition]
Grable, J., & Goetz, J. (2017). Communication essentials for financial planners: Strategies and Techniques. CFP Board Book Series. John Wiley & Sons, Inc. [240 pages, original edition]
Chatterjee, S., & Goetz, J. (2017). Behavioral Finance. (pp. 13-20). In C. Chaffin (Ed.), Client Psychology. John Wiley & Sons, Inc.
Chatterjee, S., & Goetz, J. (2017). Understanding Client Behavior: Rational or Irrational? (pp. 13-20). In C. Chaffin (Ed.), Client Psychology. John Wiley & Sons, Inc.
Sunder, A., Chatterjee, S., Palmer, L., Goetz, J. (2016). How retirees prioritize socializing, leisure, and religiosity - A research based study for planners. Academy of Economics and Finance Journal, 7, 99-105.
Degallio, L., Palmer, L., Goetz, J. (2016). A case study demonstrating the use of appreciative inquiry in a financial coaching Program. Family & Consumer Sciences Research Journal, 45(2), 166-178.
Ross, D. B., Gale, J., & Goetz, J. (2016). Ethical considerations in financial therapy. Journal of Financial Therapy, 7(1), 16-37.
Goetz, J. W. & Grable, J. (2015). Debt Management. In C. Chaffin (Ed.), Financial Planning Competency Handbook II. John Wiley & Sons, Inc.
Grable, J., Goetz, J. W., & Valentino, K. (2015). Business Succession Planning. In C. Chaffin (Ed.), Financial Planning Competency Handbook II. John Wiley & Sons, Inc.
Chatterjee, S., & Goetz, J. W. (2015). Applications of behavioral finance in financial planning. In C. Chaffin (Ed.), Financial Planning Competency Handbook II. John Wiley & Sons, Inc.
Goetz, J., Chatterjee, S., & Cude, B. (2014). Suitability versus fiduciary standard: The perceived impacts of changing one’s standard of care. Journal of Financial Planning, 27(2), 20-23.
McCoy, M., Ross, D. B., & Goetz, J. (2014). Narrative Financial Therapy: Integrating a financial planning approach with therapeutic theory. Journal of Financial Therapy, 4(2), 22-42.
Seay, M., Goetz, J., Gale, J. (2014). Collaborative Relational Model: An Interdisciplinary Financial Therapy Approach. In B. T. Klontz, S. L. Britt, & K. Archuleta (Eds.), Financial Therapy: Research, Practice, and Policy. Springer.
Goetz, J., & Gale, J. (2014). Financial therapy: De-biasing and client behaviors. In H. K. Baker & V. Ricciardi (Eds.), Investment Behavior: The Psychology of Financial Planning and Investing (pp. 227-244). John Wiley & Sons, Inc.
Gale, J., Goetz, J., & Britt, S. (2012). Ten considerations for the development of the financial therapy profession. Journal of Financial Therapy, 3(2), 1-18.
Chatterjee, S., Palmer, L., & Goetz, J. (2012). Individual wealth accumulation: Why does dining together as a family matter? Applied Economics Research Bulletin, 8(1), 1-22.
Goetz, J., & Palmer, L. (2012). Content and Delivery in Financial Education. In D. C. Durband & S. Britt (Eds.), Student Financial Literacy: Campus-Based Program Development (pp. 65-78). Springer.
Britt, S. & Goetz, J. (2012). Financial Education Program Partnerships. In D. C. Durband & S. Britt (Eds.), Student Financial Literacy: Campus-Based Program Development. Springer.
Mancini, D. & Geotz, J. (2012). Understanding the effect of emotion on financial behaviors and tips when providing financial education to survivors. Survivor Outreach Services, United States Army.
Goetz, J., Cude, B., Nielsen, R., Chatterjee, S., & Mimura, Y. (2011). College-based personal finance education: Student interest in three delivery methods. Journal of Financial Counseling and Planning, 22(1), 27-42.
Kim, J., Gale, J., Goetz, J., & Bermúdez, J. M. (2011). Relational financial therapy: An innovative and collaborative treatment approach. Contemporary Family Therapy, 33(3), 229-241.
Goetz, J., Durband, D. B., Halley, R., & Davis, K. (2011). A peer-based financial planning and education service program: An innovative pedagogic approach. Journal of College Teaching & Learning, 8(4), 7-14.
Goetz, J., Zhu, D., Hampton, V., Chatterjee, S., & Salter, J. (2011). Integration of professional certification examinations with the financial planning curriculum: Increasing efficiency, motivation, and professional success. American Journal of Business Education, 4(3), 35-46.
Chatterjee, S., Palmer, L., & Goetz, J. (2011). Sustainable withdrawal rates of retirees: Is the recent economic crisis a cause for concern? International Journal of Economics and Finance, 3(1), 17-22.
Goetz, J., Gilliam, J., & Grable, J. (2011). Inter-observer risk-tolerance agreement between husbands and wives. Journal of Business and Economics Research. 9(2), 17-26.