Assessment | Financial Tools


	Assessment

Together with the intake interview, three information-gathering tools help paint a picture of the client's financial situation and where there are opportunities for additional learning:

1. Quick Quiz: a 30-question financial quiz helps uncover what the clients knows (or doesn't know) about financial topics, including credit, loans, financial services and planning.
2. Quick Review Exercise: an exercise to rank the goals identified during the intake.
3. Quick Questionnaire: a lifestyle questionnaire that explores life changes and learning styles.

These tools provide the foundation for the client's action plan (called My Action Plan, or MAP):

Quick Quiz | QuickQuiz Key | Quick Questionnaire
Quick Review | Sample Next Steps Letter

Next: The Action Plan


	Tools for Mentors


	Tools for the Trades


	Tools for Case Managers


	Introduction \| Overview \| About This Site \|


	In Detail \| Assessment \| Action Plan \| MAP Meeting Prep \| Client Meeting \| Follow Up \|


	Resources \| Mentoring \| Counseling \|


	Getting Started \| Choosing Clients \| Program Options \| Planning \| Downloads \|

Financial Tools is a program of Port Jobs and is sponsored by the Port of Seattle.

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