Genesis Financial Coach's Manual by Chad Durniak

Author:Chad Durniak
Language: eng
Format: epub, pdf
Tags: Education/Finance/Business & Economics/Personal Finance/Money Management/Religion/Christian Ministry/Pastoral Resources
Publisher: Elm Hill
Published: 2018-10-22T16:00:00+00:00

Homework

Assign:

1. Review Step 3: Go Positive

2. Genesis Financial Revised Income and Expense Worksheet (GFW pages 26–28)

3. Genesis Financial Finalized Income and Expense Worksheet (GFW pages 29–31)

Due: Next Meeting: Week 5

Important: The homework assignments must be completed before the next meeting. If it is not complete, no meeting will take place.

Closing

1. Schedule the. next meeting: Date _____ /_____ Time ________

[Your Response Here]

• Note: Have the clients write in the GFW the date and time of the next meeting.

2. Photocopy or make a record of all the important pages you worked on with the client during the meeting for your records.

3. Ask if the client has any questions.

4. Close in prayer.

After-Meeting Responsibilities

1. Place the photocopies and the written notes in the participant’s paper file.

2. Complete the Meeting Notes summary, highlights, and next meeting date.

3. Set a midweek reminder to contact the participant to see how they are doing and encourage them.

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