Financial Stability Toolkits
The Financial Stability Toolkit™ assists practitioners in their work with clients. The toolkit provides an overview of fifteen significant financial topics, and includes resources where clients can seek additional information. A snapshot of basic content is presented on each topic for practitioners to use as a quick reference guide. The topic areas are not meant to be exhaustive, but are meant to stimulate practitioners’ thinking about how they can communicate with clients around financial concerns.The Financial Stability Toolkit follows our Asset Building Continuum, and can be used by practitioners to support clients who are in various phases of the asset-building process. There are four stages of the asset-building continuum: emergency & transitional services, financial stability, short-term asset ownership, and long-term wealth creation. For definitions of terms presented in this toolkit, please refer to our glossary.
|Emergency & Transitional Services||Long-Term Wealth Creation|
|Short-Term Asset Ownership||Financial Stability|
There is also a Credit Café Toolkit available that provides information for practitioners on how to integrate credit report reviewing into their services. Credit report reviewing is becoming one of the most sought after forms of financial education that organizations can provide. Organizing a Credit Cafe is an efficient method practitioners can use to help multiple clients access their free credit report, and to assist clients in improving their credit scores.
Looking for help marketing your Volunteer Income Tax Assistance (VITA) Site? Want to be sure your clients know about the Earned Income Tax Credit? Check out the National Earned Income Tax Campaign’s Outreach Toolkit.