Your Money, Your Goals

Talking about money and goals may be difficult for you while you are helping clients address other complex issues. You’ll discover how to have money conversations with the people you assist to help them achieve their financial goals. You will learn how to help others set goals, save money, manage credit, get organized, and more.

Intended audience: Nonprofit groups, volunteers, clergy, and social service providers who assist clients/members with financial management concerns
Format: Two 2-hour workshops

Topics

Materials are based on the Consumer Financial Protection Bureau's Financial Empowerment Toolkit for Social Services:

• Financial values/smart goals
• Spending plans
• Saving money
• Credit management
• Getting organized
• Community resources

Download these materials prior to the first session:

• Your Money, Your Goals Toolkit
• Behind on bills? Start with one Step
• Debt getting in the way? Get a handle on it
• Want Credit to Work for You? Start with These Steps
• Financial Empowerment Self-assessment
• Debt-to-income Calculator
• Case studies