Financial Counseling for Clients in Urban Settings

Financial Counseling for Clients in Urban Settings

Join Gwen Hartstein, an AFC Candidate who counsels clients in New York City, in a discussion of the many financial considerations facing those who live in cities. Living in an urban setting changes a person’s needs, including what type of housing is available, how they intend to commute, the accessibility of services, and many other factors. Whether living in New York or Los Angeles, the financial landscape of cities can lead residents to have very different goals and priorities from those in suburbs or rural settings. This presentation explores how financial counselors can best serve these clients and act as resources for organizations and non-profits with the same goal.