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

Case Manager Self-Assessment: Part 2

Use check marks to show which word or phrase (rating) best describes how you feel today.

Statement Rating

Does

not

apply

Strongly

disagree

Disagree Agree Strongly

agree

1. I am satisfied with the amount
   of money I save.


2. I know about state and federal
   tax credits and how to claim
   them.


3. I am not concerned about how
   much money I owe.


4. I am confident about my credit
   reports and scores.


5. I do not worry about being able
   to pay my monthly living
   expenses.


6. I understand how credit works.


7. I know how to fix incorrect
   statements on my credit report.


8. I feel confident about helping
   clients begin to manage some
   of their financial challenges.


9. I know where the resources
   are in my community for credit
   and debt counseling and for
   free tax filing assistance.


10. I know where to get help if I
    have questions about financial
    issues.