Your Money, Your Goals toolkit
The toolkit has information that helps you have the money conversation with the people you serve. Use the tools to help achieve goals and work through challenges.
You can use the toolkit to help people:
Make spending decisions that can help them reach their goals
Order and fix credit reports
Make decisions about repaying debts and taking on new debt
Keep track of their income and bills
And much more!
My Money Picture
"My Money Picture" can help you start the money conversation with the people you serve by helping you decide which toolkit resources to share.
Find "My Money Picture" in the toolkit.
About the toolkit
The toolkit gives you the resources you need to help people set goals, choose financial products, and build skills in managing money, credit, and debt. It is designed so you can pick the tool or tools that meet the needs of each person you’re working with.
You can use the toolkit to help people take the first steps to:
Set goals and calculate how much money they need to save to reach these goals
Plan for large purchases and life events
Establish an emergency savings fund
Track the specific ways they are using their money
Bring their cash flow budgets into balance
Make a simple plan to pay down debt
Get, review, and fix errors on their credit reports
Choose financial products and services that are right for them
- Recognize when their consumer rights may have been violated and how to take action
Easy-to-follow directions so you can use tools confidently
Recommendations on which tools to use based on the situation and time available