#177: Financial Counseling Chapter 1 - The Financial Counseling Profession

Josh and Amelie discuss the first chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini. 

Top takeaways:

• Many AFCs work on military bases, in non-profits, or in private practice, but there are also opportunities in banks, schools, hospitals, and more.
• For one-time engagements, technology isn’t as important, but for longer-term engagements, most clients are going to expect some kind of budgeting technology.
• Counselors should be careful about building codependent, ongoing relationships with clients.
• Building relationships with other professionals is important so you can refer out.

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