Your Money, Your Goals - A financial empowerment toolkit for social services programs.

(^) Case manager self-assessment: Part 1 answer key Here are the correct answers for Part 1 of the “Financial Empowerment Self-A ...

(^) Case manager self-assessment: Part 2 answer key There are no right or wrong answers for Part 2 of the “Financial Empowerment ...

Statement If your rating is check out... disagree or strongly disagree, I am satisfied with the amount of money I save. Modules ...

Case manager self-assessment: Part 3 answer key There are no right or wrong answers for Part 3 of the “Financial Empowerment Sel ...

I understand my rights and know what to do if I believe a financial services provider has tried to take advantage of me. If no ...

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Tool 2: Client goal and financial situation assessment Situation Assessment A picture of conditions today used to create a plan ...

Because the assessment is simple and only has a few key questions, you might often be able to gather the information in a conver ...

(^) Your goals and financial situation Please answer the following questions based on where you are today. There are no right or ...

Do you know who to call with a complaint about a financial product or service? Yes No I don’t know If you answered that y ...

Client goals and financial situation assessment key Use the following chart to help you analyze the “Client Goals and Financial ...

Have you been denied a savings or checking account? If yes or I don’t know, see Module 13. Do you feel like the financial servi ...

MODULE 3: Starting the conversation Starting the conversation If financial empowerment is not a part of your regular work with c ...

Use the experiences that you’ve had in your own life to help you empathize with your clients and understand where they’re coming ...

How should I bring up money topics? Use the assessment tool If you have a lot of contact with a client, one of the easiest ways ...

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Build it into existing program procedures Take a look at your existing organizational purpose, program procedures, and protocols ...

Respond when clients initiate Sometimes an opportunity to talk with a client about financial issues will arise outside of a form ...

Here’s an example of how it could sound if a client brings up a financial issue indirectly. For example, during a meeting you as ...

be asked whether you are submitting a complaint on behalf of “myself” or “someone else.” Choose the “someone else” option and yo ...