• CASE MANAGEMENT TOOLS

    Case Management tools are designed to empower case managers who are helping clients, both individuals and families, toward financial stability. Click on Case Management tools. >

  • COLLEGE SERIES

    Are you focused on providing financial education to college students? Choose from several workshop kits designed to help you share money management topics with students. >

Low Income


Handling money is tough, especially when there are few assets to go around. Help empower those with limited means by giving them the information they need to build financial capability. Use these workshops to help people maximize tax refund opportunities, transition out of homelessness, or manage everyday spending.

Income, Savings, and Assets

Help low-income families increase income, build savings, and gain assets to improve financial stability.


FAQs Presentation Materials Resources

Dealing with Debt for Adults

Provide adults practical tips to manage debt, avoid quick fixes, and plan to resolve financial trouble.


FAQs Presentation Materials Resources

Car Buying: Put Yourself in the Driver’s Seat

Guide participants through each step of the car-buying process.


FAQs Presentation Materials Resources

Transitional Housing

Help lead those in transitional housing to a more secure future through money management skills.


FAQs Presentation Materials Resources

Gear Up

Teachers and counselors understand the need to deliver financial education training.


FAQs Presentation Materials Resources

Money Management for Adult Learners

Help adult learners identify ways to make continuing education an affordable way to better their life.


FAQs Presentation Materials Resources

Saving Through Tax Refunds

Help low- and moderate-income individuals get the most out of their annual tax preparation.


FAQs Presentation Materials Resources

Habitat for Humanity

New homeowners can build long-term stability by learning the basics of handling new homeowner expenses.


FAQs Presentation Materials Resources

Protecting Against Common Types of Fraud

Help families recognize, respond and take steps to prevent common types of fraud such as identity theft, credit card fraud and online fraud.


FAQs Presentation Materials Resources

Family Money Skills

Help low-literacy families gain the critical life skills needed to make smart financial choices.


FAQs Presentation Materials Resources

Limited Income Earners

Help workers of modest income achieve long-term stability


FAQs Presentation Materials Resources