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Your Money, Your Goals

Get the toolkit

Your Money, Your Goals is a toolkit that social services organizations can use to help their clients set goals, choose financial products and build skills in managing money, credit, and debt.
(English | Spanish)

Get the training

Use these to prepare to train case managers:
Implementation guide
Train the trainer videos
Training in English (PPT | PDF)
Training in Spanish (PPT | PDF)
Creating a referral guide

Follow-up resources

Sample surveys trainers can use:


Social services staff can use the toolkit to help clients:

  • Make spending decisions that can help them reach their goals
  • Order and fix credit reports
  • Avoid tricks and traps as they choose financial products
  • Make decisions about repaying debts and taking on new debt
  • Keep track of their income and bills
  • Decide if they need a checking account and understand what they need to open one

Making the toolkit work for you

We worked with local organizations across the country to try out Your Money, Your Goals. They held local training workshops in 21 states and in D.C. with participation from over 1,400 social services staff members from a variety of organizations. Many of them are now using the information and tools with their clients and sharing Your Money, Your Goals with other social services workers. We hope you will too!