The Financial Counseling Toolkit
Alameda County CAN has developed a Toolkit Training on our Financial Counseling Toolkit and Banking Menu! If you are interested in receiving our training or sponsoring a training, please contact info(at)alamedacountycan.org.
| Tool | Use | Audience |
|---|---|---|
| A chart that compares the different financial education curricula. Accompanying this chart is a detailed glossary for each measure of evaluation | Providers | |
| A tip sheet on the new OPT-IN policies | Providers and clients | |
|
English Spanish |
A document that details income and asset development resources in the Bay Area | Providers and clients |
| A resource guide to predatory lending counseling referral agencies, counseling agencies, legal aid, fair housing organizations, & local enforcement | Providers and clients | |
| A timeline of the California foreclosure crisis with a list of common foreclosure intervention tools | Providers and clients | |
Urban Strategies Council's Beware of Foreclosure Scams |
A tip sheet for avoiding foreclosure scams | Providers and clients |
| Tips for financial counselors | Providers | |
| A client intake form. Note: to be used with the client Intake tracking excel sheet | Providers | |
| An excel sheet that organizes client information. Use in conjunction with Client intake tool | Providers | |
| A client action planning tool | Providers |