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.

Financial Counseling Tools:

• AC CAN Service Flyer for outreach and referrals (Espanol)
• Bay Area Foreclosure Resource Sheet and Timeline and Urban Strategies Council's "Beware of Foreclosure Scams"
• Financial Counselor's Tip Sheet
• Alameda County CAN's Client Intake Tool and complimentary Excel Tracking Sheet 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.