Office of Financial Empowerment Resources

Resources page

The Office of Financial Empowerment is proud to present resources and guides from our department, relating financial institutions, and partnering organizations. Please feel free to browse and utilize any of these materials.

Personal Financial Empowerment Video Series

Intended to make you think about your personal financial goals and to provide insight to various concepts to better your financial life, these videos offer a brief overview of the six sessions included in the Personal Finance Empowerment Series.

Investing 101 [Captioned] 

Managing Debt [Captioned]

Understanding Credit [Captioned] 

Planning for Retirement [Captioned] 

Behavioral Economics [Captioned]

Setting Financial Goals [Captioned]

Worksheets:

Envisioning My Goal

Goal Mapping

Personal Finance Empowerment Series Workshops

Workshop #1: Where's Your Financial Edge?

Start off the Personal Finance Empowerment Series with tools, resources and a group coaching experience that helps you set your financial empowerment journey (and this workshop series) on a new success track.  Discover your financial “edge”.  Build confidence with clear and compelling goals.  Learn conversation frameworks that promote discovery.  And, sign up for a free personal financial coaching session at no charge.

Participant Content

Workshop #2: Why Did I Buy That?

Does your buying behavior prevent you from reaching your financial goals? This workshop helps you identify your values and make spending choices consistent with those values. Through activities and group interaction you’ll be encouraged to think deeper on your spending habits and analyze how to make changes that positively affect your future opportunities.

Participant Content

Workshop #3: What's Your Financial Plan?

This workshop will help you focus on your whole financial picture, including how to take charge of your financial resources, develop a personal plan, build and manage credit, and know your rights as a consumer.

Participant Content

Workshop #4: Does Your Debt Need A Makeover?

It’s time to create a solid plan to take control of your spending and debt repayments. Whether you have credit cards, personal loans, medical or student loan debt, this workshop is for you! We’ll discuss good vs bad debt, personal cash flow planning as well as review debt management options including snowball vs avalanche payment methods, consolidation and more. You will walk away more knowledgeable and empowered on your journey to financial freedom.

Participant Content

Workshop #5: "Investing: The Good and the Bad...And Your Future"

The majority of this workshop will focus on the "good" – financial investing for your future. The end of the workshop will focus on the "bad" and how to protect your current and future assets from fraud and cybercrime. 

Participant Content

Workshop #6: Retirement Planning? You Should Be.

It’s never too early to start planning for retirement.  This workshop explains the different retirement account options and requirements.  You’ll also walk away with a better sense of HOW MUCH you need to retire.

Participant Content

Online Financial Tools

Intuit Mint Budgeting Tools

Credit Karma

Federal Deposit Insurance Corporation

The Stock Market Game Choose to Save Essential information about retirement planning and other savings goals.

National Financial Capability Study Find out how your state compares on financial literacy indicators.

National Student Loan Data System The US Department of Education's central database for student aid.

Building Financial Capability: A Planning Guide for Integrated Services from Assets for Independence and the Corporation for Enterprise Development (CFED). This guide provides tips and ready-made tools that administrative-level staff at social service agencies can use to integrate financial empowerment efforts strategically into their existing work.

CFPB's Financial Wellbeing Scale is an assessment tool that can be used to identify a customer's current level of financial security. This number can be calculated ever 90 days in order to get a base understanding of their current needs and progress toward financial independence. This link includes a detailed user guide, an interview worksheet and a self-assessment worksheet.

Unnatural Causes: Is Inequality Making Us Sick? - PBS documentary

Tools for Teens and Kids

Love Your Money Web-based personal finance course for college students.

Gen i Revolution A personal finance simulation from the Council for Economic Education.

Generation Money Multimedia resources to help teens understand personal finance.

The US Mint Offers money-related activities for children and resources for educators

Great Minds Think: A Kid's Guide to Money A colorful, fun activity book from the Cleveland Fed.

Money on the Bookshelf A program for children ages 4-10 built around reading children's books. Parent guides highlight the money ideas presented in each book.

CFPB Your Money, Your Goals

Your Money, Your Goals financial empowerment toolkit for social service providers - Consumer Financial Protection Bureau (CFPB). This guide provides ready-made tools frontline staff can use with their clients to identify and work towards financial goals.

Below are a set of short on-demand trainings on specific Your Money, Your Goals tools that are being piloted in Louisville as part of the CFPB’s Savings initiative. We created eight 10-minute “training snippets” to meet that need. Each one focuses on a specific Your Money, Your Goals tool that your staff, volunteers, and partners can use with the people you serve:

Debt Action PlanDebt Log,

Disputing Errors on Your Credit Reports,

Income and Benefits TrackerPutting Goals into ActionSavings PlanSpending TrackerWhen Debt Collectors Call

 

Practice the Powerful Wheel with this step-by-step instruction sheet

Cash flow tool: 

cashflow.pdf

 

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