The Financial Counseling Toolkit
A financial education and counseling project that creates a county-wide system for the provision of financial counseling services by collecting and distributing tools, including shared intake, referral, and outcome forms that leverage our collective resources. Our belief is that the most successful financial counseling is based on relationships and services along the income and asset building continuum.
Alameda County CAN is currently developing a train-the-trainer curriculum on our Financial Counseling Toolkit and Banking Menu to be unveiled in Fall '08! If you are interested in receiving our training, please contact email@example.com.
Financial Counseling Tools:
- Bay Area Foreclosure Resource Sheet and Timeline
- Financial Counselor's Tip Sheet
- Alameda County CAN's Client Intake Tool for best practices in information gathering in financial counseling.
- Alameda County CAN's Client Action Plan Tool to help clients and providers track progress along the continuum of income and asset development.