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Counseling

A good part of financial mentoring is counseling. Port Jobs has found two questioning techniques that seem to be particularly useful in financial mentoring are:

  1. Probing questions, which dig a little deeper to better understand a client's situation and clarify a vague or general response. For example: "Can you tell me more about that?", "Can you give me an example of when that happens?", or "What do you mean by that?"
  2. Solution-focused questions, which help clients start thinking of their own options or potential solutions to a financial situation. For example: "What are you doing now?", "How is that working for you?", or, "What else could you try?"

Another resource: Fred Waddell's Solution Focused Financial Counseling in the New Millennium.

Next: Starting a Financial Mentoring Program

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Financial Tools is a program of Port Jobs and is sponsored by the Port of Seattle.

Port Jobs expands opportunities by making good jobs easier to get and good employees easier to find.
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