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Counseling in Action Session Manager is the only counseling management tool out there designed by and for Financial Counseling Professionals.
It features robust information capture and monthly spending analysis section that makes comparisons and "What - If" Scenarios easy to see. The software features a robust report generator that quickly prepares both quantitative and qualitative information captured during the session into a .pdf document that can be printed for, or emailed to the client once the session has been completed.