Money Management for Clinical Counselling Professionals

Designed to increase knowledge of financial matters for counsellors in private practice.

Navigating the overly complex language that financial professionals use can be a source of frustration and confusion.

This presentation focuses on the basic knowledge that we, as counsellors, need to know regarding sound management of one’s finances. This can help you develop a more balanced behaviour towards money and build a strong foundation of knowledge to make better informed business decisions in this regard.

Learning objectives:

• Understanding your relationship with money
• Differentiation between needs and wants; neurophysiology research recent findings
• Styles of managing money; a cognitive perspective that explains why people manage money effectively or poorly
• Allocating money for taxes within your budget
• Practical budgeting exercises to gain understanding of expenditures
• Accommodating for slow times and vacations
• An understanding of what you can claim as a private practitioner and what you cannot (home offices etc.)
• Balancing career success with personal well-being

About the presenter:

• In 1999, Jose Jaime Guerrero became a specialist in Rational Emotional Therapy from the Albert Ellis Institute NY. He also completed a Masters of Arts in Clinical Psychology from the Adler University in 2006 and obtained his designation as a Registered Clinical Counsellor in BC that same year.
• Jose received his designation as a Chartered Accountant in 1985. He has worked for over 30 years in a senior financial and operational management capacity for multinational firms operating worldwide, including Samsung, Wal-Mart, Johnson & Johnson and in Canada as CFO for a publicly traded company in the TSX Venture, AIDS Vancouver, and the Boucher Institute of Naturopathic Medicine.
• Currently, he works as a clinician for Family Services of Greater Vancouver, a lecturer for various educational institutions in the Lower Mainland (over 300 presentations) and leads a private counselling practice focused on anxiety issues, relationship, trauma, and financial clinical counselling for individuals and couples.
• Jose firmly believes that the twenty-first century requires leaders and practitioners with the social responsibility to develop more effective economic systems that promote fair wealth distribution and equal development opportunities for all.