You then develop a plan to help your clients
receive your organization’s services. You often
have to gather and coordinate information, tools,
and other resources to share with them.
This is the exact function of the toolkit. It brings
together information, tools, and links to other
resources you can use to help your clients build
skills in managing money, credit, debt, and
financial products. Having all those resources in
one place can make it easier for you to integrate
financial empowerment into your meetings with
clients.
We developed the Your Money, Your Goals
toolkit because using the information and tools
Financial empowerment and
outcomes
Financial empowerment may help
your clients transition from the
services they receive from your
program. This won’t happen solely
because of the way that you use the
information and tools in the toolkit.
But sharing the information and tools
with your clients may help increase
their financial stability and reduce
their future need for services.can improve outcomes for both your clients and your program or organization. As you share the
toolkit with them, your clients will have new understanding of financial concepts and financial
tools to apply to their own lives and to reaching their goals of financial stability and self-
sufficiency.
Depending on what your clients need, you may be able to help them:
Set goals and calculate how much money they need to save to reach these goals
Save money Establish an emergency savings fund
Access and use tax refunds Track the specific ways they are using their money
Bring their cash flow budgets into balance Make a simple plan to pay down debt
Get and review their credit reports Fix errors on their credit reports