Appropriate Boundaries

Appropriate professional boundaries are the clear limits that ensure the mentoring relationship remains ethical, safe, and focused on the client’s financial wellbeing. They define the roles, responsibilities, and acceptable interactions between mentor and client.

Key aspects include:

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Appropriate professional boundaries protect both the client and the mentor, maintain trust, and ensure the mentoring relationship remains effective, ethical, and focused on achieving positive financial outcomes.

We need to maintain appropriate professional boundaries that protect both clients and us while enabling effective service delivery. 

In practice, this means: 

• establishing clear expectations about the professional relationship 
• avoiding dual relationships that could compromise professional judgement 
• managing personal feelings and reactions professionally; and
• always maintaining professional relationships with clients.