financial education programs, among others.
Referral partners
When identifying referral partners,
make sure they:
Have expertise in the area for
which you are referring clients to
them
Have the time and interest to
meet with and assist your clients
Are objective, which means they
can show clients the potential
positive and negative
consequences of specific actions
And will not sell products or
services in the context of helping
your clients
These referral partners are often found at non
profit agencies. It is important that your referral
base of experts does not try to sell products or
services to clients when they are seeking financial
empowerment assistance. It’s also important that
these partners are objective—able to show your
clients the upside and the downside of specific
actions they take and the impact these actions
have on their financial situations.
To get you started in making these types of
referrals, there are instructions and a template
for making a referral guide in the supplemental
module entitled Making a financial
empowerment resource and referral guide. If
you are working with a local financial
empowerment trainer, this person has or will
provide you with a list of websites and local
organizations you may find helpful in your work
with clients.
The goal of Your Money, Your Goals
The goal of the Your Money, Your Goals toolkit is to improve client outcomes by making it
easier for you as a case manager to help clients become more financially empowered.
The Your Money, Your Goals toolkit is divided into 14 modules:
Modules 1 through 5 are introductory modules.
Modules 6 through 14 include information on specific topics and tools clients can use to
put that information to work.You should note that these modules are designed to be used as needed. Because the process is
designed to be client-driven, this isn’t a curriculum that requires you to start with
Module 6: Setting goals and work all the way through Module 14: Protecting consumer rights.