Tools

• The ABLE Service Provider Toolkit

  This toolkit includes strategies, tools and resources that are intended to introduce and explain basic information about ABLE accounts.

• Action Plan

  This tool helps design next steps, tasks or actions a person will take.

• Choosing a Bank Worksheet

  This worksheet can help find the right bank to meet an individual’s needs.

• Disability Benefits Counseling Services

  This is a free resource for SSA Disability Beneficiaries returning to work.

• Financial Fitness Score

  This tool helps to rate current financial behaviors.

• Financial Wellness Assessment

  This tool includes a variety of financial capability questions to assess financial security health.

• Menu of Financial Goals

  This tool represents a menu of specific strategies to improve financial health and literacy.

• Menu Planning & Shopping List

  This worksheet can help with weekly spending for food and household items.

• My American Dream Activity

  This tool is a vision board/action board that creates a visual tool that assists with identifying short-term and long-term goals.

• My Spending Diary

  This worksheet can help track weekly spending.

• My Spending Plan

  This worksheet can help create a monthly budget.

• Rate Your Financial Behavior

  This worksheet can help rate common financial behavior activities.

• Resource Mapping Gap Analysis

  This tool can help identify resources in the community to support individuals and their financial well-being.

• STAR Goal Setting Worksheet

  The STAR goal-setting method can help identify financial goals.

In Collaboration With