ToolKit
A manual for financial coaching, the ToolKit encompasses three overarching principles―financial goals, experiential learning, and accountability.
This open-entry, open-exit platform simultaneously educates and empowers customers by guiding them through the process of defining a financial goal, assessing their current situation, and mapping a trajectory to their financial goal.
The ToolKit addresses all aspects of personal finance and is framed by milestones and outcomes. These milestones are concrete and measureable steps—achievements in themselves—that are the foundation to building assets and reaching long-term financial goals.
The Clinic's customized ToolKits equip frontline case managers to guide customers to advocate for themselves and be their own financial stewards in the context of any organization’s mission and services.
Click below for a sample of the ToolKit.
