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

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Case manager self-assessment: Part 2 answer key
There are no right or wrong answers for Part 2 of the “Financial Empowerment
Self-Assessment.” That’s because the answers are your opinions about your own financial
knowledge, feelings, and situation. Use the following chart to count up how many of each answer
you had:
Rating Does not
apply
Strongly
disagree
Disagree Agree Strongly
agree
Total for
each
Total of strongly disagree +
disagree:
Total of agree + strongly
agree:
 If the total of agree + strongly agree is greater than the total of strongly disagree +
disagree, you feel good about many aspects of your financial life.
 List any that you rated as disagree or strongly disagree below and read the modules
that relate to these areas in the Your Money, Your Goals toolkit to learn more.
 If the total of agree + strongly agree is less than the total of strongly disagree +
disagree, you may be feeling stress about many aspects of your financial life.
 Consider reviewing the entire toolkit and working through the worksheets on your
own before you using them with the clients you serve.