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Resources for volunteer financial advisorsTo assist you, NEFE has developed several resources for your use. These resources include a Meeting Preparation Checklist, a Meeting Agenda, and multiple forms, checklists, and worksheets focusing on specific areas of need for your clients. Begin by choosing a topic appropriate to your clients needs. How to Counsel Low-Income Clients. How to Counsel Military Clients. How to Counsel Individuals with Significant Indebtedness. General Public | Charitable Organizations | Financial Advisors | Who We Are | Crisis hotline | Site Map | Legal/Disclaimer
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Special Situations Aside from dire financial need, unexpected events in a person's life can lead them to need advice from a professional. Even people who have handled their money successfully in the past may need help when confronted with the shock of a job loss, death in the family, natural disaster, or serious illness. People confronted by these circumstances may need help with everything from creating a basic spending plan to managing an estate. Take advantage of the following resources while working with these clients. |
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