What is included in the final stages of intake sessions?

The final stages of intake sessions are focused on developing an Action Plan and setting up a Budget, which are critical components for ensuring that individuals can effectively manage their financial situations and work towards their goals.

In this context, the Action Plan is a strategic outline detailing the steps that will be taken to address the person's financial needs or goals, such as homeownership, debt management, or credit improvement. This plan helps provide clarity on what actions are necessary and sets a clear pathway forward.

The Budget stage is equally important, as it involves analyzing income and expenses to help individuals create a sustainable financial framework. A well-structured budget allows clients to understand their financial capacity, prioritize spending, and identify areas where they can save, which is essential for achieving their financial objectives.

The other stages mentioned, though relevant at different points in the intake process, do not encompass the final phases that culminate in actionable steps and financial planning. By focusing on the Action Plan and Budget stages, clients are equipped with practical tools to implement changes in their financial behavior, making this the correct choice for this question.