Toolkit for Staff


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Louisville Ky Image

Louisville Ky Image

Toolkit for Staff



This toolkit provides social service staff with access to:

  • financial empowerment tools and resources in Louisville for their clients
  • accessibility resources in Louisville to better meet the needs of disabled and disadvantaged individuals in our city


Financial Tools & Resources
Accessibility Tools & Resources
Training opportunities
Links to the CFPB and CFED Financial Capability Toolkits


Financial Tools & Resources


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Financial Health Assessment Tool: 

This tool includes a series of questions designed to aid service providers in engaging their clients in financial empowerment services such as understanding their financial health and developing strategies to address financial issues. Click on the image to view the print version of this document.




* Guides, Workbooks, and Financial Information Cards *
 are Available.  
Click here to request copies


Accessibility Tools & Resources

Louisville Community Financial Empowerment Resource & Referral Guide: 
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This resource and referral guide lists organizations offering financial empowerment related services to the Louisville community. For example, this guide lists organizations assisting with workforce development and micro-business services, managing debt, understanding credit reports and scores, benefits screening and counseling, and much more. 

Click on the image to view the full document. Note: this resource manual features a hyperlinked table of contents for easy navigation throughout the document.

Large Print Version


Disability Benefits & Employment Workbook:

The Information in this workbook gives an introductory overview of how earned income
may afect eligibility for and entitlement to social security disability benefits (SSDI) and
supplemental security income (SSI)






Kentucky Disability & Accessibility

Resource & Referral Guide: 

This resource and referral guide lists organizations offering accessibility services to individuals with disabilities, agencies, and services providers. 

Click on the image to view the full document. Note: this resource manual features a hyperlinked table of contents for easy navigation throughout the document.

Large Print Version



If you would like your agency's information added or need to update any information in the Resource & Referral Guide or
Disability Workbook 
please click here.


Financial Information Cards

Check out our information cards!  Our information cards cover topics such as the importance of credit, the dangers of relying on check cashing services, myths related to working while receiving social security benefits, and ways to maximize income through saving and financial education.

Check Cashing              Credit          Disability Benefits & Employment           Maximizing Income



Training Opportunities


Community Financial Empowerment Certification Offered through Louisville Metro, this program will build your ability to do financial empowerment work with your clients or in your agency!

Personal Finance Empowerment Series  This series designed for frontline staff offers 6 workshops designed to help you become more comfortable meeting your own personal financial goals.

Links to the CFPB and CFED Financial Capability Toolkits


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.

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.

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