Booklets to help talk about money

These colorful, compact booklets can help you talk with people about money topics that are important to them. Each booklet includes a selection of simplified tools from the Your Money, Your Goals toolkit—all focused on a common financial stressor.

Getting started with the booklets

  1. Order free booklets and we'll mail them to you.
  2. Make copies of the tools before using the booklet with someone. The tools fold out to a letter-sized black-and-white page to make photocopying easy and convenient. That way, you can write on the copies and they keep them once you're done.
  3. Download the professional print file to have more copies printed at your local print shop. 

Behind on bills? Start with one step.

  • Create an action plan
  • Track and manage income and spending
  • Prioritize bills and expenses
  • Understand rights and responsibilities when contacted by debt collectors

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

  • Get a full picture of existing debt
  • Order a credit report
  • Prioritize debts and set repayment goals
  • Plan how to avoid additional debt

Professionally print more copies

Download professional print files:

Share these instructions with a printing company to print more copies yourself:

  • Paper type: white cover stock (thickness 80#); matte coating
  • Print: double-sided; full bleed; 4-colors (CMYK)
  • Trim: to 5.5" x 8.5"; there are eight double-sided fold-out pages with flat size 10.5" x 8.5" that fold down to 5.5" x 8.5" 
  • Binding: spiral; white coil