Active listening helps counselors understand clients' financial concerns, build trust, and provide relevant guidance.
Setting clear financial goals provides clients with direction, motivation, and measurable milestones for improving their financial health.
Regular follow-ups help clients stay accountable, adjust financial plans as needed, and track progress toward their goals.
Financial counseling aims to help clients understand and improve their financial situation through education, budgeting, and debt management strategies.
Confidentiality is crucial in financial counseling, as clients must feel secure sharing personal financial details without fear of exposure.
A well-structured debt management plan includes a budget, payment schedule, and negotiation with creditors to reduce financial strain.