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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Hi Niki,
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<br>
Take a look at the fillable intake form that we use for our peer here: <a href="http://www.financialwellness.ucla.edu/Portals/45/Documents/Intake%20Survey%20Editable%202.pdf">
http://www.financialwellness.ucla.edu/Portals/45/Documents/Intake%20Survey%20Editable%202.pdf</a><br>
<br>
We use this for students who meet with me one on one as well as those who wish to meet with one of our peer coaches.
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Hope this helps!<br>
<br>
-Sara Potter <br>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#222222"> <br>
Sara E. Potter</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">M. Ed. Student Affairs | UCLA</span><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Financial Wellness Coordinator | Dean of Students Office, UCLA</span><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">E-mail:</span><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#666666">
<a href="mailto:spotter@saonet.ucla.edu">spotter@saonet.ucla.edu</a> </span><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Office: Murphy Hall 1104 </span><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Phone: (310) 825-6901
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<b>Visit our online resources by clicking below: </b></span><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><a href="https://www.facebook.com/uclafinancialwellness?fref=ts" target="_blank"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";text-decoration:none"><img border="0" width="40" height="40" id="_x0000_i1027" src="cid:image002.png@01D15829.58A5A850" alt="https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GaFMxeDByNFl6TUU&revid=0B_MGIy4Rna4GNUVVNGl6OHpCV2JwcjRSb2Z4TlpqdnZtQ2xVPQ"></span></a><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#222222">
</span><a href="http://financialwellness.ucla.edu/" target="_blank"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";text-decoration:none"><img border="0" width="40" height="40" id="_x0000_i1026" src="cid:image003.png@01D15829.58A5A850" alt="https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GdUxTVWFZM3ZkZDQ&revid=0B_MGIy4Rna4GVVlQYWIrTW5EQUltVkd6cWM4bkZUQTVGRks4PQ"></span></a><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> Natfinwellness [mailto:natfinwellness-bounces+spotter=saonet.ucla.edu@lists.osu.edu]
<b>On Behalf Of </b>Niki Pechinski<br>
<b>Sent:</b> Tuesday, January 26, 2016 10:51 AM<br>
<b>To:</b> National Financial Wellness Listserv<br>
<b>Subject:</b> [Natfinwellness] Peer Program Materials - Intake form?<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Dear Colleagues, <o:p></o:p></p>
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<p class="MsoNormal">Happy winter wishes to all! <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">For those with established an peer mentor/counseling program,
<b>what intake documents do you use</b>? I am looking for any documentation that helps the peer counselor get to know the student better or outlines overall goals and expectations. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thank you for sharing your resources, <o:p></o:p></p>
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<p class="MsoNormal">Niki<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black;background:white">Niki Pechinski</span><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#990000;background:white"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Financial Literacy Educator
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">University of MN Duluth</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">(218) 726-7039<br>
<a href="http://www.facebook.com/umdllas" target="_blank">Facebook </a>| <a href="http://www.twitter.com/umdllas" target="_blank">
Twitter</a> | <a href="http://d.umn.edu/onestop/llas/" target="_blank">Live Like a Student</a></span><o:p></o:p></p>
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