财务社会工作——下一阶段的辅导.pdf

1、FINANCIAL SOCIALWORK:BEST PRACTICESFOR OLDERADULTSSENIOR RESILIENCY FUNDwww.lifewisestl.orgAgendaWhat is Financial Social Work?Why does it matter?Senior Resiliency FundQuestionsPerson-centered,holistic,and Judgement free!Focuses on sustainablefinancial healthEquips clients with theskills and resourc

2、es theyneed to independentlymanage their finances andlives.Addresses financialchallenges to reducestress,support betterhealth,and preventconflicts that strainfamilies and communities.What isFinancialSocial Work?Helping clients explore their financial valuesProviding counseling to address the psychol

3、ogical,emotional,and social triggersthat affect a persons financial beliefs and behaviorsWorking with individuals to align their goals and actions with their financialcapability their combined financial abilities and opportunitiesHelping clients create budgetsEquipping individuals and families with

4、the tools and knowledge to manage theirfinancesLinking clients to resources and providing referralsProviding crisis interventionEssentialFunctions ofFSWTeaching folks to“Payyourself first”Importance of having clearfinancial objectivesEssential Piece of theProgrammatic PuzzleWhy FinancialCoaching Mat

5、tersFinancial social workers help:support and empower their clients develop their financial literacy change negative attitudes and beliefs about money overcome feelings of helplessness adopt a new set of financial skills and tools.Combined with incentives,wealth building products,and education,finan

6、cial coaching helps create trust,accountability and addresses systemic barriers.Whats age got to dowith it?“.Knowledge can be communicated,but not wisdom.”EmpowermentCirclesLife CoursePerspectiveDispelling mythsLiabilitiesLiabilitiesLiabilitiesSenior Resiliency FundThe Senior Resiliency Fund(SRF)is