Toolkit

Building Financial Capability: A Planning Guide for Integrated Services

This guide, offered by the ASSET Initiative Partnership of the U.S. Department of Health and Human Services’ Administration for Children and Families’ Office of Community Services (OCS), provides tools and guidance for organizations seeking to add and/or improve financial capability services to their programs. The guide includes 13 tools for guiding organizations in integrating services that build financial capability, and features seven key strategies to help build financial capability so that families can maximize available resources, reduce expense, and save for the future:
• Financial education
• Financial counseling and coaching
• Credit counseling and credit building
• Free tax preparation assistance
• Access to federal and state benefits
• Access to safe and affordable financial products
• Matched savings and asset-building programs

The guide is organized into phases, which walk users step-by-step through designing a program. Each phase includes actionable steps, including program examples from existing organizations. At the end of each step, the guide provides assessments and planning tools to ensure the financial capability strategies are sound.
Source
Partner Resources
National/International
National
Topics/Subtopics
Asset Building
Publication Date
2015-03-26