Financial Triage – Navigating Challenging Times

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Crisis can present its share of challenges to families. During these times, many households report facing significant financial burdens. As families attempt to move forward and clean-up the financial damage, it is important for practitioners to equip their clients with the necessary tools to regain stability.

This 20-hour (5-day) course equips practitioners with the tools to help families navigate urgent and critical financial challenges using the three-step approach of: assessment, inventory, and prioritization.

Assessment

The first phase of the approach begins with asking key questions to gather the necessary information that will help your clients determine their next steps, ultimately leading to their end goal of financial stability. This phase of the process will help assess their financial health and help them effectively budget through a crisis. Learn strategies to assist your client with potential solutions to help them navigate through their time of difficulty.

Inventory

The second phase of the process teaches counselors how to establish collaborations and leverage partnerships. It will instruct on the best ways to use credit as a resource and how to create income opportunities to help stabilize your client’s financial health.

Prioritization

The third phase focuses on prioritization, a strategy to assist clients in developing a clear, concise, and realistic action plan to rebuild. Learn how to assist your clients to effectively divide their list of to-dos into things that must be dealt with now, in the near future and later down the road. This process will lead them one-step closer to financial stability.

You Will Learn:

• Assess your client’s financial situation with the end goal in mind
• Identify short- & long-term goals
• Run and review credit reports to protect your client’s credit
• Avoid financial pitfalls
• Teach your clients how to budget through a crisis
• Utilize housing benefits and protections for homeowners and renters
• Use credit as a resource
• Determining the best use of available resources
• Establish collaborations and partnerships for strong referrals
• Protect the credit file
• Move forward and staying on track

If you have any questions feel free to contact training@ncrc.org