1. Counseling Techniques

2. Counseling Sessions Before counseling others, vital to have your own finances under control Most clients under severe stress Confidentiality essential Respond to each request promptly Rarely a one-time session 1 st session about one hour in length Best not to counsel close friends, total honesty is essential

3. Pre-Counsel Preparation Telephone Contact Checklist When client comes to center, distribute: –Personal data form –Monthly income and expense form –List of debts At this time, ask client the amount of time needed to complete the forms. Do not schedule an appt. until forms are picked up When client arrives for session, the receptionist should verify all information has been completed. If information is not complete, this will be the first step n the counseling session.

4. Dress Code Absolutely no jeans and tennis shoes, sweatshirts, etc. allowed, Nice pants and shirt acceptable, Do not overdress or underdress.

5. Records Complete, detailed records should be recorded on each client visit. The client’s records are to be thoroughly reviewed prior to remaining visits.

6. Counseling Technique It is critical to develop a rapport with your client. You are there to help, not to judge past behavior. In order to acquire the facts necessary for good counsel, you must present yourself in a professional manner. The following are basic rules: As a counselor, you are to “fact find,” determine root problems, and offer alternatives. DON’T TRY TO FORCE YOUR IDEAS! Be confident; don’t be embarrassed to ask questions relevant to the financial situation. Do not act shocked when facts are revealed, such as gasping or rolling your eyes. Express how important total honesty is essential for effective counseling. Listen, Listen, Listen.