Building Financial Capability: A Planning Guide for Integrated Services

Building Financial Capability: A Planning Guide for Integrated Services is designed for community-based organizations interested in integrating financial capability services into existing programs (e.g. housing, job training, or Head Start). The interactive tools in the guide walk organizations step-by-step through the process of developing an integration plan, beginning with developing a deeper understanding of clients’ financial circumstances and which financial capability services can help them improve their situations. The guide also includes tools to help organizations determine how best to provide financial capability services—whether through referrals, partnerships, or in-house. The final step in the process is the creation of a logic model that serves as a comprehensive roadmap for implementing the integration plan. Building Financial Capability is a practical resource for organizations providing financial capability services for the first time as well as those that want to improve or expand existing efforts.