Financial Empowerment Series: Additional Tools for Homeless Service Providers (Updated 11/09/2020)

Click here to Register for Financial Empowerment Training Series Pt III: Saving. Coming up on Wednesday, December 2 at 11am

The Coalition on Homelessness in partnership with Hopelink are offering a series of monthly mini-trainings to explore the Your Money, Your Goals (YMYG) toolkit. We plan to take a closer look at topics such as how to discuss finances, setting financial goals, earning income while maintaining public benefit eligibility and dynamic budgeting. This series will create space for direct service providers to share experiences using the Toolkit with those they serve. 


Financial Empowerment Series Pt II: Setting Goals

Note: This video starts 11 minutes in, please rewind to beginning

We hosted the second installment in our Financial Empowerment Training Series on Wednesday, October 28. Part two explored tools to help your clients set goals, breaking down their financial objectives into achievable tasks. A huge thank you to Emily Goodright, Joy Horbochuk, Anna Austing and Jacinta Matthews from Hopelink for reviewing these tools with us.

Below are links to all the materials referenced in the workshop. We encourage you to refer to these as you watch the video and pause to explore each tool at your own pace. If you have questions or wish to explore this content in more detail, please email your questions to Jason.

Annual Subsidized Pass Pilot: Sound Transit and King County Metro are launching a pilot program to provide ORCA cards to low income King County residents. The Annual Subsidized Pass functions like an ORCA LIFT card that can be offered free of charge. This pass will be available to residents of King, Pierce and Snohomish County whose income is at or below 80 percent of the Federal Poverty Limit and who qualify for specific state and federal public benefit programs. This pilot will be administered by Catholic Community Services, Seattle / King County Public Health Department and the Department of Social and Health Services (DSHS). Click here for more information. 

Join us on Wednesday December 2 at 11am for Part Three in this Series: Saving.

  • No training in November due to holidays
  • December 2, 2020: Saving
  • January 27, 2021: Tracking income& benefits

Financial Empowerment Training Series Pt I: How to Discuss Finances

We hosted the first installment in our Financial Empowerment Training Series on Wednesday, September 30. Presented in partnership with Hopelink, this one-hour workshop provided an introduction to the Your Money / Your Goals toolkit and how to apply its principles to homeless service work. A huge thank you to Emily Goodright, Joy Horbochuk and Anna Austing from Hopelink for reviewing the toolkit and sharing insights on how to have client-centered, culturally appropriate conversations about finances with those you serve.

Below are links to all the tools referenced in the workshop. We encourage you to refer to these as you watch the video and pause to explore each tool at your own pace. If you have questions or wish to explore this content in more detail, please email your questions to Jason.

For additional information on stimulus checks, check out this training video. The CFPB is also offering virtual drop-in office hours so you can ask an expert your questions, every Wednesday at 11:30 until November 18. Click here to attend, or dial in using +1 571-348-5774, Conference ID: 503 140 753# 

Join us on Wednesday October 28 at 11am for Part Two in this Series: Setting Goals.

  • October 28, 2020: Setting Goals
  • No training in November due to holidays
  • December 2, 2020: Saving
  • January 27, 2021: Tracking income& benefits

July 30 2020 Financial Empowerment Workshop

Click Here to Review the PowerPoint Slides Used in the Above Video

We hosted the latest in our Case Manager Training Series titled Financial Empowerment: Tools for Homeless Service Providers. Presented in partnership with Hopelink, this two-hour workshop gave an overview of the Your Money / Your Goals toolkit and how to apply its principles to homeless service work. A huge thank you to Donna O’Connor, Emily Goodright, and Joy Horbochuk from Hopelink for reviewing the toolkit and sharing their insights on how they have been using these tools in their case management work.

Below is an outline of the training with links to all the tools referenced in the workshop. We encourage you to refer to this outline as you watch the video and pause the video to explore each tool at your own pace. If you have questions or wish to explore this content in more detail, please email your questions to Jason.

Opening Activity

Module 3 : Tracking income & benefits

Module 4 and 5: Paying Bills and Getting Through the Month

Module 7: Understanding Credit Reports and Scores

Additional Tools and Community Resources

Hosted on 07/30/2020