Why is note taking important during a counseling session?

Note taking during a counseling session is crucial because it provides a reliable way to capture key details, insights, and progress over time. By documenting what was accomplished in previous sessions, the counselor can maintain continuity in the client’s financial plan and discussions. This record helps to track changes in the client's goals, challenges they may be facing, and any solutions that have been discussed.

It also facilitates better follow-up and allows the counselor to build upon past conversations and strategies, ensuring that the counseling process is cohesive and tailored to the client's evolving needs. Additionally, these notes can serve as a reference point that enhances the counselor's ability to provide ongoing support and accountability.