Building Financial Capability: A Planning Guide for Integrated Services is aimed at community-based organizations which serve low and moderate income clients. The guide walks the reader, step by step, through the process of building such clients’ financial capability by integrating financial capability services into existing programs (e.g., housing, workforce development, family services) that clients are already using.
Its core audiences are directors and managers who have responsibility for strategic planning and program design. Its primary purpose is to guide management staff, in a practical way, through the decision-making and design process that underpins successful services.
Review this resource to see how this guide can be used in tandem with integrating financial capability programs.