Tools and resources to use with the people you serve

We’ve gathered our tools, worksheets, and handouts by topic and by audience. You can use these resources with the people you serve.

You can also download the inventory  of materials that are available.

Resources by topic

Looking for answers to help a client? Check here first. You’ll find a wealth of information and interactive tools you can use to help the people you serve with common financial issues.

Auto loans

Description
Actions
  • Comparing auto loans worksheet

    Worksheet

  • Take control of your auto loan 

    Web page

  • Take control of your auto loan: A step-by-step guide

    Multi-page booklet

Credit cards

Description
Actions

Credit reports and scores

Description
Actions

Debt collection

Description
Actions

Money management

Description
Actions

Money transfers

Description
Actions

Mortgages

Description
Actions

Savings and bank accounts

Description
Actions

Translated financial terms

Description
Actions
  • Glossary of English-Chinese financial terms

    Practitioner resource

  • Glossary of English-Spanish financial terms

    Practitioner resource

Resources by audience

We create resources for audiences with specific needs to help them navigate financial decisions.

Justice-involved individuals

Formerly-incarcerated individuals face many challenges in their financial lives, such as identity theft or criminal justice debt. These resources assist people as they reenter or prepare to reenter society.

Description
Actions

Native Communities

These resources are based on the wisdom of people working in tribal governments and other organizations that serve Native communities.

Description
Actions

Newcomers

There are over 41 million immigrants in America, and some have unique needs when it comes to managing their finances. Considerations like limited English proficiency and unfamiliarity with the U.S. banking system can make it hard to navigate the financial marketplace.

Description
Actions

People with disabilities

Millions of people with disabilities face significant obstacles as they go about their lives, including full participation in the mainstream financial marketplace and navigating Supplemental Security Income (SSI) benefits.

Description
Actions
  • Focus on People with Disabilities

    Your Money, Your Goals companion guide

  • People with Social Security disability income can still qualify for a mortgage

    Blog post

Young adults

Developing good financial habits early in life can help young people plan for their future and make wise financial decisions as adults.

Description
Actions
  • How to protect vulnerable children from credit reporting problems

    Blog post

  • Dispute an error for a youth who is 18 or older if the error occurred before his or her 18th birthday

    Client handout

  • Dispute an error for a minor

    Client handout

  • Dispute an error that happened at 18 or older for youth who remain in foster care until age 21

    Client handout

  • Help young people develop money skills

    Resource guide

Was this page helpful to you?

Note: Do not include sensitive information like your name, contact information, account number, or social security number in this field.