In helping clients feel comfortable, a counselor should avoid:

A counselor's primary goal is to create a safe and comfortable environment for clients to express their concerns and share their financial situations. Sharing personal information may lead clients to feel uncomfortable or vulnerable, as it can blur the professional boundaries necessary for an effective counseling relationship. Clients typically come to counselors for guidance and support, and knowing too much personal information about the counselor may shift the focus away from the clients' needs, making them hesitate to fully open up about their issues.

While discussing financial principles is essential to educate and empower clients, and taking extensive notes can be valuable for tracking progress and analyzing financial situations, the counselor must maintain a professional atmosphere. Making clients feel judged is detrimental to the counseling process because it can create anxiety and hinder open communication. Thus, avoiding the sharing of personal information is key in fostering a trusting and secure environment for the client.