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Training and implementation

These resources will help you build a plan for integrating Your Money, Your Goals into the services you provide—from training staff or volunteers to measuring the results.

1. Prepare your organization

Our Implementation Guide will help you build a plan, prepare for and deliver training, put together a financial services referral guide for your community, and measure the impact of your work. You can also read about how to implement Your Money, Your Goals in legal aid organizations.

2. Watch the train-the-trainer videos

We've recorded webinars to help trainers adapt and deliver presentations for staff and volunteers in their communities. Live webinars will also be scheduled when updates are released. 

3. Train with our presentation slides

You can use these slides to train staff and volunteers on how to use the Your Money, Your Goals toolkit in their day-to-day work with the people they serve. The PowerPoint slides have trainer notes in the notes pane beneath the slide.

Download toolkit training English | Spanish

Training for special populations

Focus on Native Communities

Download the training slides

Focus on People with Disabilities

Download the training slides

Focus on Reentry

Download the training slides 

Training for booklets

Behind on bills? Start with one step.

Download training slides English | Spanish

Watch the training video

Building your savings? Start with small goals.

Download training slides

Debt getting in your way? Get a handle on it.

Download training slides

Want credit to work for you? Start with these steps.

Download training slides

4. Track your progress with these surveys

These surveys will help you understand how much the people you’ve trained are increasing their confidence in talking about financial topics.