Financial Counsellor & Admission

Key Responsibilities

• Client Assessment: Conduct in-depth reviews of clients' financial situations, assets, debts, and goals.
• Financial Planning: Develop and implement personalized plans for budgeting, saving, investing, and debt management.
• Education: Teach money management, credit improvement, and financial literacy principles.
• Assistance & Advocacy: Help apply for aid programs (like Medicaid), manage payment arrangements, and work with various agencies (insurance, government).
• Monitoring: Track client progress, report on outcomes, and adjust plans as needed.
• Collaboration: Work with other professionals (social workers, accountants) for holistic support.