TOOL 1: How Your Clients Manage Now In Part A, identify the programs into which you will integrate financial capability services, then use Part B to analyze and summarize how clients in those programs are managing their financial lives now. Target Programs TOOL 1, Part A: List the programs into which you want to integrate financial capability services, and then list how many clients participate in each program. These are the clients who will receive integrated financial capability services. Total Number of Clients Currently Target Program Participating in the Program TOOL 1, PART B: Client Financial Capability Analysis Complete the tables in (i) and (ii) and the summary in (iii) for each target program identified in Part A. Target Program: (i) Demographics Describe the demographic characteristics of the target List out key subsets of program’s clients. program clients and the estimated percentage of total program clients of they represent (e.g., “20% clients are use the Other Distinguishing Characteristics row to describe over age 65”). You can categories and characteristics based on unique features of your clients that are not addressed in the demographic categories provided (e.g., ex-offenders or youth transitioning out of foster care). Demographic Description of Program Demographic Characteristics Clients’ Category Age Employment and Education Status Public Assistance
TOOL 1: How Your Clients Manage Now In Part A, identify the programs into which you will integrate financial capability services, then use Part B to analyze and summarize how clients in those programs are managing their financial lives now. TOOL 1, Part A: Target Programs List the programs into which you want to integrate financial capability services, and then list how many clients participate in each program. These are the clients who will receive integrated financial capability services. Target Program Total Number of Clients Currently Participating in the Program TOOL 1, PART B: Client Financial Capability Analysis Complete the tables in (i) and (ii) and the summary in (iii) for each target program identified in Part A. Target Program: (i) Demographics Describe the demographic characteristics of the target program’s clients. List out key subsets of program clients and the estimated percentage of total program clients they represent (e.g., “20% of clients are over age 65”). You can use the Other Distinguishing Characteristics row to describe categories and characteristics based on unique features of your clients that are not addressed in the demographic categories provided (e.g., ex-offenders or youth transitioning out of foster care). Demographic Category Description of Program Clients’ Demographic Characteristics Age Employment and Education Status Public Assistance
T1w.docx