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What We Do
Financial Coaching
What is Financial Coaching?
What is a CFP® Coach?
What Financial Topics Are Addressed?
Financial Coaching for Veterans
Meet our Coaches
Refer a Widowed Person
FAQs
Education
Financial Empowerment Center
Take Charge of Me!
Resource Center
Bookshelf
Coping With Grief
Helpful Organizations
Networking Groups
Podcasts
Popular Articles
Video Gallery
Our Results
Maria’s Story
Testimonials
Success Stories
Events
Event Calendar
2023 Annual Fundraising Breakfast
News
Media Resources
News
Newsletters
Press Releases
Donate
Become a Donor
Donor Hall of Fame
Memorial Garden
About
Mission, Vision & Values
Our Story
Meet Our Team
Commitment to Racial Equity
Annual Reports
Get Involved
Become a Volunteer
Become a Sponsor
Contact Us
Session 1 script – Get Acquainted
Version
Download
398
File Size
136.08 KB
File Count
1
Create Date
May 26, 2021
Last Updated
September 21, 2023
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Description
Attached Files
A sample script for your first session with a client.
File
Action
Get Acquainted Script (3).pdf
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