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Your Money, Your Goals

Are you having the money conversation?

Your Money, Your Goals is a toolkit to help front line staff and volunteers as they work with consumers to…

  • 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

Tools and training tailored to your needs

Social Services | Community Volunteers | Legal Aid | Workers

Each version of Your Money, Your Goals is designed to address different settings in which people or organizations work with consumers. You’ll have the resources you need to help people set goals, choose financial products, and build skills in managing money, credit, and debt. Each version includes:

  • The toolkit: We offer each toolkit in English and Spanish.
  • The training: Aids can help your staff or volunteers make more effective use of the toolkit.
  • Follow-up resources: As you train, learn what’s most useful by surveying the trainees both before and after.

Choose your version

Social Services

The toolkit

Help clients work through short- and long-term financial issues.
English | Spanish

The training

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

Follow-up resources

Sample surveys trainers can use:


Community Volunteers

Just the tools

While we encourage you to try out all of the Your Money, Your Goals tools to help the people you serve, frontline staff and volunteers have told us that these tools are particularly useful.

The training

Use these to train your volunteers:
Implementation guide
Training in English (PPT | PDF)
Creating a referral guide

Follow-up resources

Sample surveys trainers can use:


Legal Aid

The toolkit

Clients rely on legal aid for expert legal advice. Help them build financial capability, too.
English | Spanish

The training

Use these to train legal aid staff, volunteers, lawyers, and others:
Implementation guide
Training in English (PPT | PDF)
Creating a referral guide
Knowledge assessment quiz

Follow-up resources

Sample surveys trainers can use:


Workers

The toolkit

As they earn, workers need good skills to protect themselves financially. Help them develop those skills.
English | Spanish

The training

Use these to train your representatives who work with workers:
Implementation guide
Training in English (PPT | PDF)
Creating a referral guide

Follow-up resources

Sample surveys trainers can use: