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Case Management Tools

Case Management Tools are designed to empower case managers who are helping clients, both individuals and families - achieve their financial stability. Case managers assess a client’s current financial situation, while offering suggestions to improve skills, and providing encouragement and evaluation of progress. This section will give case managers the support they need.

Blueprint for Community-Based Financial Education

The Blueprint provides a foundation for nonprofit executives, case managers, and counselors to build a strategic approach for financial education programs that easily can be tailored to the unique needs in any community. The Blueprint provides guidance for assessing client needs, choosing a curriculum, working with partners and volunteers, sustaining the program, and measuring its impact.

Smart About Money

Smart About Money is a free unbiased resource where people can find in-depth personal finance courses, articles, calculators and tips to help them manage their money through life's ups and downs. Counselors or coaches can find valuable resources to use during — or as a supplement — to client sessions and can use SAM to help provide a framework for their interactions with clients.

Your Spending, Your Savings, Your Future

Money management skills are important for everyone - through every stage of life. It is always possible to improve your financial condition and move beyond money missteps. Your Spending, Your Savings, Your Future can be used by clients and case managers/coaches alike to develop stronger financial behaviors by taking a steady, consistent approach to spending, saving, and planning.