Get Control of Your Money for Control of Your Life: Step by Step Instructions and Easy to Use Forms

Waddell, Fred

Genesis Pr

Twelve self-assessments and step-by-step forms to help your clients determine their financial condition, establish their financial location and destination, and to get themselves back on track. Includes simple instructions and 5 Checkups of Credit Con dition; 3 Checkups of Financial Control; A Values and Beliefs Scale For Couples; 3 forms and methods for Getting Back on Track: Net Worth Statement, Spending Inventory and Plan, Spending Tracking Sheets.

Financial Portfolio: A Financial Map and Compass for Clients

Business & Money

Personal Finance

This Counseling Desk Guide focuses on the beginning and the  end of a counseling session, the beginning of the follow-up session,  and thirteen common client beliefs and responses that lead to  problems, all summarized in this handy self-standing reference guide.  Each situation is on color-coded heavy stock paper and laddered for  quick reference. It contains a new section for counselor-client  telephone interactions. At the end are five pages summarizing the  premises and the process of Solution Focused Financial Counseling.

Telephone Counseling Desk Guide(w/laddered pages & stand-up binder)

Industries

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Books by Waddell, Fred