What is an important aspect of the Introduction phase of a counseling session?

Prepare for the Fincert Certified Personal Financial Counselor (CPFC) Exam with flashcards and multiple-choice questions. Each question is complemented by hints and explanations. Get exam-ready today!

Starting the appointment on time is a crucial aspect of the Introduction phase of a counseling session because it establishes professionalism and respect for the client's time. Punctuality sets a positive tone for the session, indicating that the counselor values the client’s commitment and is prepared to engage in the discussion. It also helps to foster a trusting relationship from the outset, as clients are likely to feel more comfortable when they see that their counselor is organized and serious about the process.

Other options, while they may be relevant at different times during the counseling session, do not embody the fundamental purpose of the Introduction phase. Directly asking for financial documents is typically a part of gathering information, which occurs later in the session. Discussing the client’s financial history and providing financial advice are also steps that come after the initial introduction, where establishing rapport and defining the session’s goals are the primary focus.

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