Individual Counseling

Individual financial counseling is provided to those who have a need and interest.

Note: In order for this to be effective, it is imperative that the person truly has a desire to participate. Also, if married, the spouse needs to attend too so they will be on the same page and make their decisions together as a couple.

The counseling typically consists of a three-step process:

  1. Initial meeting by phone to discuss concerns and objectives and to give instructions for what to do prior to second meeting.
  2. Second meeting in person to determine, by interview process, what they are currently earning, giving, getting and saving.
  3. A Financial Summary and Recommendations report is provided showing where they are currently at and a recommended plan of action.

Below is a sample Financial Summary and Recommendations report.

Financial Summary & Recommendations SAMPLE

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