Financial Counseling Application Process Overview
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Review
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8-Step Counseling Cycle
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Solution-Focused Financial Counseling
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Counseling Fundamentals
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Open-Ended Questions
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Common Client Comments Activity
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Measuring Success in Counseling
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More Financial Counseling Tools
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Jordan Dough Role-Play
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Short-Term
Goal-Oriented
Task-Centered
Positive
Encouraging
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Normal people, normal problems
Things will get better or worse
Client has the ability to solve their problem
Clients feel vulnerable
Couples have unique needs
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“I’m getting promoted next month.
I can’t wait to get the new truck I’ve been dreaming about!”
“I don’t know why I’m here.
My chain of command told me to come see you.
I don’t have any financial problems.”
“I don’t really spend money.
I can’t figure out why I’m always broke.”
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Client actively participates
Clients takes ownership
Client prioritizes options
Positive change in mood, affect
and / or demeanor
Client verbalizes a sense of hope
Client willing to come back
Spouses reach consensus
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Jordan Dough is an E-5,
single and financially sound.
1)
Received PCS orders
2)
Will be promoted to E-6 in 2 months
3)
Getting married in 1 month
Received Touchpoint email and has made
appointment with CFS
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Class will be broken into groups to
counsel Dough on a specific Touchpoint.
(PCS, Promotion, Leadership and Marriage)
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Counsel Dough using the appropriate
Touchpoint checklist and any other
resources.
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CFS will meet with Dough as if this was an
actual counseling session.
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One person in the group will be the
Command Financial Specialist.
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The rest of the group will act as advisors
and observe the counseling.
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Advisors will not comment during
counseling.
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Advisors are encouraged to take notes.
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If advisors have suggestions/comments
call “freeze.” CFS can also call “freeze.”
Dough may leave or stay if necessary.
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Group can discuss
suggestions/comments.
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When ready to start again, if necessary,
recall Dough, call ”unfreeze" and resume
session.
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At any point the group can designate
another to be the CFS
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Do not restart session from the beginning
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Everyone in group needs to be the CFS
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Equal participation
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Once the counseling session is over,
the class will discuss ways in which
the CFS and the advisors applied
financial counseling and
communication techniques.
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Explore the 8-Step Counseling Cycle, Solution-Focused Financial Counseling, Counseling Fundamentals, Open-Ended Questions, Common Client Comments, Measuring Success in Counseling, and More Financial Counseling Tools. Engage in role-play scenarios to understand practical application.
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Presentation Transcript
CFS 6 Financial Counseling Application
Agenda Review 8-Step Counseling Cycle Solution-Focused Financial Counseling Counseling Fundamentals Open-Ended Questions Common Client Comments Activity Measuring Success in Counseling More Financial Counseling Tools Jordan Dough Role-Play
The 8-Step Counseling Cycle 1. Prepare for the Counseling Session 8. Monitor and Follow Up 7. Implement the Plan 2. Build the Relationship The 8-Step Counseling Cycle 6. Construct Solutions 3. Gather Data 4. 5. Explore Options Prioritize Concerns SM 6-2
Review: Solution-Focused Counseling Short-Term Goal-Oriented Task-Centered Positive Encouraging 2-2 SM 6-3
Counseling Fundamentals Normal people, normal problems Things will get better or worse Client has the ability to solve their problem Clients feel vulnerable Couples have unique needs
Open-Ended Questions When do you use open-ended questions? Do you use open-ended questions? VS SM 6-4
Common Client Comments Activity I m getting promoted next month. I can t wait to get the new truck I ve been dreaming about! I don t know why I m here. My chain of command told me to come see you. I don t have any financial problems. I don t really spend money. I can t figure out why I m always broke. SM 6-5 to 6-7
Measuring Success Client actively participates Clients takes ownership Client prioritizes options Positive change in mood, affect and / or demeanor Client verbalizes a sense of hope Client willing to come back Spouses reach consensus
More Financial Counseling Tools SM 6-8 to 6-9
Jordan Dough Role-Play Jordan Dough is an E-5, single and financially sound. 1) Received PCS orders 2) Will be promoted to E-6 in 2 months 3) Getting married in 1 month Received Touchpoint email and has made appointment with CFS SM 6-10
Counseling Role-Play Instructions Class will be broken into groups to counsel Dough on a specific Touchpoint. (PCS, Promotion, Leadership and Marriage) Counsel Dough using the appropriate Touchpoint checklist and any other resources. CFS will meet with Dough as if this was an actual counseling session.
Counseling Role-Play Instructions One person in the group will be the Command Financial Specialist. The rest of the group will act as advisors and observe the counseling. Advisors will not comment during counseling. Advisors are encouraged to take notes.
Seating Examples Example 1 Example 2
Counseling Role-Play Instructions If advisors have suggestions/comments call freeze. CFS can also call freeze. Dough may leave or stay if necessary. Group can discuss suggestions/comments. When ready to start again, if necessary, recall Dough, call unfreeze" and resume session.
Counseling Role-Play Instructions At any point the group can designate another to be the CFS Do not restart session from the beginning Everyone in group needs to be the CFS Equal participation
Counseling Role-Play Instructions Once the counseling session is over, the class will discuss ways in which the CFS and the advisors applied financial counseling and communication techniques.
Review: Jordan Dough Role-Play CFS What support was provided? What referrals were provided? Client What counseling techniques were effective? What improvements could be made?
