The Issue: How to train money mentors to understand how they see money – and how their clients may see money differently. Improve financial coaching. Who: Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville. What: The United Way of Henry County and Martinsville is part of the HOPE (Helping Others [...]
The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville. What: The United Way of Henry County and Martinsville is part of the HOPE (Helping Others Progress [...]
The Issue: How to deliver effective budgeting and personal finance classes within healthy relationship education. Who: Deborah Gunn is the program manager for First Things First’s federally funded Healthy Marriage Demonstration Grant. First Things First is an award-winning not-for-profit dedicated to strengthening families in Hamilton County, Tennessee through relationship education, collaboration and mobilization. What: Through [...]
The Issue: How to get parents and kids to feel comfortable discussing financial topics in a long-term financial literacy program – and better relate to each other around the difficult topic of money. Who: Tarin L. Washington is Program Associate at The Collaborative, a private, nonprofit serving North Carolina. It is the lead agency for North [...]
The Issue: How to get more people to feel comfortable attending financial literacy classes – and then to seek out financial counseling. An important component is to help people understand that improving one’s finances is often about more than just the math or doing a budget. Who: Sally Massey Wiebe is a Financial Counsellor with [...]
The Issue: How to better prepare foster kids transitioning out of the foster care system; this includes financial capability , among other life skills modules. Who: Meghann Shutt, program manager for financial security at Baltimore CASH Campaign. The organization received a grant to participate in Maryland’s Ready by 21 program for foster kids. What: Geared for [...]
The Issue: How to get servicemembers – and their spouses – to want to attend financial education and relationship education classes and come back for more. Who: Gary Strickland, chief of the Airman and Family Readiness Center (AFRC) at Mountain Home Air Force Base. What: Mountain Home Air Force Base revolves around the 366th Fighter [...]
The Issue: How to get counseling clients to talk about money issues in a constructive, nonjudgmental manner; blending financial counseling and couples counseling. Who: Ben Vos, LPC, is a therapist in Brentwood, TN. He works with individuals, couples and families. Vos has developed a specialty in substance abuse and addiction issues. Much of his couples [...]
The Issue: How to effectively train financial educators and coaches about the behavioral and emotional side of personal finance so they better understand the concepts and themselves and are thus better able to help their clients and students. Who: Robin McKinney, MSW, is the director and co-founder of the Maryland CASH Campaign. A veteran of [...]
The Issue: How to get participants in financial planning classes to look at how and why they spend and save. Also, how to talk about money in a fun, non-threatening and engaging way. Who: Robert Cain is an investment advisor in Scottsdale, AZ with Arque Capital Ltd. What: Cain has used Money Habitudes cards in [...]
The issue: How to build trust with supportive housing and transitional housing clients and help them better understand their spending habits; how to make positive behavior changes. Make financial education classes more engaging and relevant – especially because they aren’t mandatory for supportive and transitional housing clients. Who: Donna Stallings, Case Manager and VIDA Coordinator [...]
The Issue: How to get single teen parents to better understand money messages and financial wants and needs in an engaging atmosphere. Who: Rebecca Phipps, LPC, professional counselor and coordinator of the Between Us program at Catholic Charities Oregon. It operates under the national Healthy Marriage Initiative. What: Phipps teaches life skills and financial literacy [...]
Who: Leslie Tomlinson with Student Support Services at Northwest-Shoals Community College in Muscle Shoals, Alabama. What: As part of the college’s Student Support Services grant through the US Department of Education’s TRIO program, the program must offer a variety of seminars to all recipients. One of these requirements is personal economic literacy. Who: Located on [...]
Who: Ronald Brewer, Director of Education, People of Principle, based in Midland, TX. What: Marriages are subject to a variety of stresses. Few are greater than having one spouse incarcerated. It is in this prison environment that People of Principle works to strengthen marriages. Operating under a federal grant for Healthy Marriage Promotion and Responsible [...]
Where: Immaculate Heart Academy, a Catholic college prep high school in Washington, NJ What: Piloted Money Habitudes cards in psychology and finance classes Who: Stephanie Licata, campus minister Mary Liz Fuhrman, guidance counselor and psychology teacher Students: primarily seniors Why: In the psychology class the cards kicked off a unit on stress. In the finance class [...]
Who: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor (at Albuquerque Family Counseling) and Lisa Johnson, PhD, LMFT in Albuquerque, New Mexico Situation:Workshops for community agencies and general audiences to provide educational information and introduce therapists in a non-threatening setting. What: “The Wealth Within: Mastering Your Money Personality” was held at the University of [...]
Teaching financial literacy classes can be difficult. Talking about money intimates people and they often wait until hardship strikes before seeking help. Therefore, financial educator Nancy Reigelsperger knows she needs to make her financial literacy classes not only practical, but non-threatening and enjoyable as well. It’s especially important to hook younger people, but working with [...]
Contact: Erica Brown, a community readiness technician at Shaw Air Force Base Airman and Family Readiness Center (AFRC) Situation: A financial education class to reach young airmen on their own turf, in the dorms. The workshops in the barracks would eliminate much of the embarrassment and discomfort that airmen perceived around going to the AFRC. [...]
Contact: Carol Allison, Financial Program Manager, Naval Support Facility (NSF) Dahlgren/The Navy’s Command Financial Specialist (CFS) program Situation: Use Money Habitudes cards in preparing Navy Command Financial Specialist Counselors to be financial first responders to their colleagues Who: Command Financial Specialists are specially trained service members who act as financial peer counselors to complement the [...]
Contact: Kent Thompson, Financial Program Manager with Army Community Service, Camp Ederle, U.S. Army Garrison, Vicenza, Italy Situation: A comprehensive, six-hour course for couples intending to divorce called Military + Divorce created by the Association of Financial Counseling, Planning and Education (AFCPE). Classes ranged from one to five couples and are intended to provide the [...]
Contact: Madeleine Greene, Personal Financial Counselor, Contractor for the Department of Defense. Greene worked as a financial counselor and educator for Cooperative Extension Service through the University of Maryland for more than 15 years. Situation: Financial education workshops on military bases in the greater Washington, DC area and at military installations across the country. The [...]
Financial education classes often neglect communication skills and focus solely on the mechanics of budgeting, expense tracking, etc. But Lori Scharmer, a family economics educator, finds great value in helping couples communicate about money. If they aren’t comfortable talking about their finances, managing them will difficult. In her standard couples’ finance class, she uses Money [...]
Contact: Kent Thompson, Army Financial Program Manager, Army Community Service (ACS), Camp Ederle in Vicenza, Italy Situation: Financial education classes without funding to attract soldiers to a class by offering pizza or other food. Who: Soldiers who are generally unwilling and uninterested but are told that they have attend a financial education class and soldiers [...]
Contact: Beverly Mercer, court-appointed bankruptcy trustee, Waco, Texas Situation: The State of Texas mandates that any Texan who files for bankruptcy must attend a bankruptcy class which teaches them how to avoid bankruptcy in the future. Mercer teaches 3-5 classes per month, each with 15-30 people who have filed for bankruptcy. Mercer also has the [...]
Contacts: Valerie Conzett, director of the Family Life Office in the Archdiocese of Omaha, and Sr. Virginia West, a marriage and family therapist at St. Margaret Mary Catholic Church in Winter Park, FL. Situation: Catholic churches and dioceses use Money Habitudes in marriage preparation programs to help people better understand themselves and their partners when [...]
Contact: Tony Owings, Certified Financial Planner, A.R. Owings Financial Strategies, an independent firm that works mostly on a fee-on-assets-under-management and offers securities through Raymond James Financial Services Situation: It’s important for financial planners to understand their clients, including how they see and use money and what is happening in their lives. Owings uses the Money [...]
Contact: Alan Frank is a financial educator and planner, serving as Financial Services Lead Instructor at Bow Valley College in Calgary, Canada Situation: Teaching college students who are studying to become financial planners and clients who attend the classes and workshops he offers. Who: College students, adults attending financial education or planning classes and private [...]
Teenagers like to interact with each other rather than sit still for lectures. Playing to this tendency, Joyce Bartels-Daal uses Money Habitudes as the basis for a money-based life skills class. Students enthusiastically dive into the activity and need little oversight. They also discover how to be better with money and how to talk about [...]
Instead of sleep-inducing PowerPoint slides and a lecture, Belinda Pfeiffer, a family and consumer sciences educator, uses Money Habitudes for Teens to connect with teenagers in schools and youth groups. When using Money Habitudes with homebuyer/homeowner classes and with senior citizens, the cards help put people at ease, get them to open up, participate and [...]
One of the great friction points in marriages is money. Although people do not want to talk about it, they do want to be able to deal with it effectively. To help people introduce the difficult topic, talk about it and better understand one another in a marriage, Erica Brown used Money Habitudes as a [...]
In working to build and sustain healthy relationships, Stronger Families knows that money plays a crucial role. Therefore, the organization includes a module on money and communication – using Money Habitudes cards – in its hallmark relationship program, which largely serves the military and marriage mentors in churches. Stronger Families is a non-profit that provides [...]
Contact: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor, Albuquerque Family Counseling, Albuquerque, New Mexico Situation: Private counseling sessions Who: Individual clients and couples seeking relationship counseling. What: Use Money Habitudes cards as a tool to draw clients into conversations about the sensitive topic of money when money is identified as an issue and [...]
Contact: Steven Shagrin, CFP, has a law degree and started his career in finance as a tax accountant before spending twenty years as vice president for investments with Smith-Barney and Pain Webber. As one of the pioneers of the life planning approach to financial planning, he started his own company, Planning for Life, to reflect [...]
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