The Importance of Self-Awareness for Financial Counselors and Clients

  • Joseph W. Goetz
  • Dorothy B. Durband
  • Angela K. Mazzolini


Topics covered in this chapter include counseling styles and preferences for the financial counselor and for clients, attributes of effective financial counselors, components of self-awareness, and assessment strategies for self-awareness, family of origin and money scripts, unconscious bias, transference, and countertransference. The chapter serves as an introduction to the concept of self-awareness within the context of financial counseling.


Self-awareness Self-care Transference Countertransference Unconscious bias 


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Copyright information

© Springer Nature Switzerland AG 2019

Authors and Affiliations

  • Joseph W. Goetz
    • 1
  • Dorothy B. Durband
    • 2
  • Angela K. Mazzolini
    • 3
  1. 1.Department of Financial Planning, Housing, and Consumer EconomicsUniversity of GeorgiaAthensUSA
  2. 2.School of Family Studies and Human ServicesKansas State UniversityManhattanUSA
  3. 3.Financial Counseling ConsultantLubbockUSA

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