Personal ValuesUnlocking your money valuesEmotional Uses of Money (values)Money Motivations (values)Financial CounselingFinancial Counseling helps
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with...
Misconception #1
Misconception #2
Misconception #3
Misconception #4
Misconception #5
What happens...emotionally?
What happens...physically?
What happens...financially?
What are the 3 forms of financial counseling?
Used when client experiences a state of financial emotional &/or personal discomfort
Goal is to help client understand their present state + learn how to resolve the situation
Remedial Financial Counseling is based
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