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 \|

Port Jobs is a not-for-profit action tank working to increase access to living wage jobs
and foster a more vibrant and equitable economy for residents of Seattle and King County.

We expand opportunities and build success with responsive research, powerful partnerships,
and practical programs that make good jobs easier to get and good employees easier to find.

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