Financial Counseling: A Strategic Approach (3rd Edition)
by Pulvino, Charles J., Ph.D., Pulvino, Carol A., Ph.D.
This edition delivers a strategic framework for financial counseling, focusing on assessment, planning, and ethical client guidance for professionals.
About This Book
Financial Counseling: A Strategic Approach presents foundational principles for guiding clients through financial decisions.
The text emphasizes structured methods that combine assessment, planning, and ongoing evaluation.
Readers explore frameworks designed to support consistent, ethical interactions in financial advisory settings.
The approach integrates theory with practical steps suitable for both new and experienced practitioners.
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