Service Type Benefits

Access to Federal & State Benefits
Screen participants for benefits eligibility and provide assistance in accessing benefits, such as SNAP (Food Stamps), child care, or transportation subsidies.

Access to Safe & Affordable Financial Products
Access to or encouraging the use of financial products that are low-cost, convenient, and transparent.

Asset Ownership Programs
Support participants in building and/or maintaining assets such as retirement savings, a small business, a home, a vehicle, or post secondary education for themselves or their children.

Community Action Agency
Credit Building Access to products or programs that help participants build or re-build credit.

Credit Counseling
Assistance organizing, prioritizing, or paying down debt; helps participants monitor and manage credit.

Financial Coaching
Ongoing one-on-one interactions that focus on achieving financial goals.

Financial Counseling
One-on one interactions that focus on solving immediate financial issues.

Financial Education
Workshops and classes on financial topics, offered in a series or standalone sessions

Free Tax Preparation Assistance
Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs; often includes promoting the Earned Income Tax Credit (EITC).

Incentivized Savings Programs
Work with participants to save for their goals and provide savings incentives that they can use for an asset purchase or another expense.

Credit Union
A member-owned, non-profit financial cooperative

Community Bank
A locally owned banking institution focusing on local needs [self-identified by organization]