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You don't have to be a financial expert to help your clients with money and credit issues. The following tools can help you connect clients to resources so they can meet their financial goals.
Worksheets: These worksheets can be used with clients to meet their personal and financial goals.
- Spending Plan: A tool that shows a realistic picture of: 1) What money is coming in, 2) What money is going out and where, and 3) The bottom line, or what's left over.
- Spending Leak Worksheet: Plugging "spending leaks" can help your clients save money for their goals. This worksheet helps clients see that the little items they buy everyday add up.
- Emergency Fund Worksheet: Use this worksheet to calculate how much clients need in their emergency fund to cover basic living expenses for three to six months.
- My Action Plan: A tool to help clients make a step-by-step plan to meet their financial and personal goals.
Resource List: This guide provides links to publications, services, and websites that can help clients meet their financial goals. Topics include money management, credit, debt, asset-building, and other resources as targeted to special audiences.
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