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Section 1: Creating a Financial Assessment

The Purpose of the Initial WEALTH Intake

Section 2: Gathering Key Financial Data

Collecting Wages (Income) and Expense Information

Assessing Debts, Savings, and Collections

Assessing Assets, Liabilities, And Net-Worth

Section 3: Analyzing Financial Health and Eligibility

Calculating and Interpreting Debt-to-Income (DTI)

Identifying Gaps and Program Eligibility

Section 4: Creating the Baseline Snapshot

Building the Snapshot and Prioritizing Next Steps

Summary

WEALTH Worksheet

Welcome to "Building a Financial Baseline through Comprehensive Initial Assessments," a foundational course designed for financial mentors, coaches, and advisors. Before you can effectively guide a mentee toward financial freedom, you must first understand exactly where they stand today.

$ (USD)

Welcome to "Building a Financial Baseline through Comprehensive Initial Assessments," a foundational course designed for financial mentors, coaches, and advisors. Before you can effectively guide a mentee toward financial freedom, you must first understand exactly where they stand today. This comprehensive course introduces the WEALTH Framework—Wages, Expenses, Assets, Liabilities, Tucked Away Savings, and Health of Finances (Net-Worth)—providing you with a structured, empathetic approach to conducting initial financial intakes. Throughout this course, you will learn how to gather critical financial data, including non-traditional income, fixed and variable expenses, and existing debt obligations, all while minimizing mentee stress and building trust. We will dive deep into calculating and interpreting Debt-to-Income (DTI) ratios, assessing assets and liabilities, and identifying critical financial gaps that may impact program eligibility. By the end of this training, you will be equipped to construct a clear, actionable financial snapshot that serves as the ultimate baseline for your mentees. Whether you are a seasoned financial counselor or a new mentor, mastering this initial assessment process is crucial for setting realistic goals and measuring future progress. Join us to refine your intake process, enhance your active listening skills, and empower your mentees from day one.

Module 4: Complete an Initial Financial Assessment

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            <p>Establishing a clear and accurate financial baseline is the cornerstone of any successful mentoring relationship. This course introduces the WEALTH framework—an acronym for Wages, Expenses, Assets, Liabilities, Tucked Away Savings, and Health of Finances (Net-Worth)—as a structured approach to understanding a mentee’s current financial reality. By mastering the initial intake process, mentors can move beyond guesswork and provide support rooted in objective data. This foundational step is not merely about numbers; it is about creating a "where are they today?" snapshot that serves as the essential benchmark for measuring every future success and milestone achieved throughout the program.</p>

<p>Beyond the technical collection of income streams, debt obligations, and debt-to-income (DTI) ratios, this course emphasizes the critical role of empathetic communication and active listening. Mentors will learn how to navigate sensitive topics like collections and discretionary spending while minimizing mentee stress and building a foundation of trust. By the end of this training, you will be equipped to analyze financial gaps, determine program eligibility, and transform raw data into a collaborative, actionable strategy. This comprehensive assessment process ensures that both the mentor and the mentee are aligned on the starting point, allowing for a prioritized roadmap toward long-term financial stability.</p>
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