Key Responsibilities
Client Assessment: Conduct in-depth reviews of clients' financial situations, assets, debts, and goals.
Financial Planning: Develop and implement personalized plans for budgeting, saving, investing, and debt management.
Education: Teach money management, credit improvement, and financial literacy principles.
Assistance & Advocacy: Help apply for aid programs (like Medicaid), manage payment arrangements, and work with various agencies (insurance, government).
Monitoring: Track client progress, report on outcomes, and adjust plans as needed.
Collaboration: Work with other specialists (social workers, accountants) for holistic support.
📌 Financial Counsellor & Admission Thane
🏢 Krishna Institute of Medical Sciences
📍 Thane
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