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

Tool 1:

Client financial empowerment

checklist

This financial empowerment checklist can help you:

 Identify the financial empowerment information and tools to share with your clients

 Keep track of the information you have shared including any referrals you have made for

a client

The checklist is organized by financial empowerment topic or module with each tool associated
with that module following. The question(s) following each module name can help you identify
the financial empowerment problem addressed in the module and through the tools.

The goal is not to cover all of the tools with each client, but rather to find the right
module or tools given the client’s most pressing financial empowerment problem
or the area in which they have expressed an interest to get more help.

Use this checklist as follows:

 Print a copy of the checklist for each client.

 Write the client’s name on the checklist.

 When you have covered the topic or tool, put a check next to the tool or write in the date.

 Use the notes section if you are working with a client on an ongoing basis. Include

information about your discussion, specific challenges, and whether you made a referral.

 Keep the checklist with the file so each time you work with the client, you can check in on

their financial empowerment progress.