Consumer Financial Protection Bureau

CFPB tools for coaches

The Consumer Financial Protection Bureau  website has a large range of resources for consumers and  financial coaches.  Examples of resources that coaches can order and/or download for free and use with clients include:

  • My New Money Goal worksheet.” This guide will help clients gain a clear view of where their money goes so they can better manage where it goes in the future.
  • “My Money Rules worksheets on savings, credit, and spending.”  Clients can use these three worksheets to develop rules that are based on their own financial situations, and commit to taking action. There are worksheets around savings, checking your credit report, and spending and budgeting.

To see the full list of CFPB tools and resources for financial educators, take a look at the Resource Inventory for Financial Educators.