Financial Social Work

Take control of your money and gain control of your life.

The foundation of Financial Social Work is built upon the belief that our relationship with our money drives our financial behavior which determines our financial circumstances. Financial Social Work is a behavioral model that focuses on taking control of your money and gaining control of your life. This is an individual choice that is ongoing.

There are four parts of this program. There are exercises and forms to complete in each part.

  • Part 1. “Take Control of Your Money and Gain Control of Your Life”. The focus in on how our thoughts, attitudes and feelings about money impact our behavior and relationship with money.
  • Part 2. “Credit & Debt Basics”. Introduction to debt, spending and the use of credit are addressed. Financial security, a three part process, is reviewed. The first part, reducing and eliminating debt, is discussed.
  • Part 3. “A Personal Savings & Spending Plan (PSSP)”. The PSSP is a financial management tool that enables you to control your financial life. This section addresses the second part of the financial security model, stabilizing your financial situation. Income and expenses are explored.
  • Part 4. “Saving & Investing Basics”. Increasing and building assets, the third part of the financial security model, is examined. Financial S.M.A.R.T. (Specific, Measurable, Achievable, Relevant, Time) Goals is reviewed. This section provides the basics about savings and investing.

Part 1 can be taken without committing to the other three parts.

In July 2015, I was awarded the title of "Certified Financial Social Worker" by the Center for Financial Social Work.

Financial Social Work services are not covered by insurance.

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