Financial mentoring can be woven into an organization's existing service delivery system or offered as a stand-alone program. Either way, consider where it makes most sense to introduce financial mentoring to clients. For example, when a person gets a job through an employment and training agency, it is a good time to start work on financial management skills and financial goals.

Experiment with the order of the tools (i.e. when to do intake, give the quiz, develop the action plan, etc.), especially when integrating financial mentoring into existing services. Some of the questions from the FTM intake, for example, could be incorporated into the initial intake for an employment program. The Quick Quiz could be reviewed in a classroom setting to provide opportunities for more sharing among clients.

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