Financial Toolkit

Financial Toolkit

Looking for something to help you on your financial journey? Look no further! This toolkit contains downloads, links and other resources to help you with your finances. 

Need something we don’t have yet? Let us know at

Downloadable Forms


Wallet Inventory

Fill in the Blank Letters

How to Use Fill-in-the-Blank Letters

To use our fill-in-the-blank letters simply:

  • Download the letter
  • Change the parts of the letter highlighted in yellow to fit your needs
  • Save or print the letter
  • Send the letter by email or US mail

Request for Reduced Payments (Payment Plan) – Word

Credit Report Dispute Letter from the Federal Trade Commission


Online Resources

  • BankOn – simple, low fee bank accounts that meet United Way’s banking standards and are available at many community banks and credit unions
  • Clark Howard‘s website includes many resources on scam, fraud and other financial topics
  • – The Better Business Bureau offers ratings and assistance to consumers researching or needing help with a problem between them and a business
  • – nonprofit advocacy organization that promotes the interests of consumers and workers in the United States and abroad. NCL staff have dedicated themselves to this mission through investigation, public interest advocacy, and consumer education.
  • – Clark Howard’s website includes many resources on how to save money on your bills
  • The Minimalists – save money by learning to simplify your life, buy less stuff and spend more time and money on things you enjoy

St. Petersburg Innovation District Ecosystem Map – Information about small business resources grouped by business stage and need

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