Financial Toolkit

Financial Toolkit

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

Do you need something we don’t have yet? Let us know.

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)

Credit Report Dispute Letter – Federal Trade Commission (FTC)


Download and utilize these useful tools either in paper or digitally!

  • Comparing auto loans – PDF – CFPB
  • Managing family lending and borrowing – PDF – CFPB
  • Your disaster checklist – PDF – CFPB
  • Financial goal-setting activity (English- PDF/Word) (Spanish-PDF/Word)
  •  My new money goal – PDF – CFPB
  • Reducing debt – PDF – CFPB
  • Mortgage Shopping – PDF – FTC
  • Your mortgage closing checklist – PDF – CFPB
  • Checklist for making your monthly mortgage payment – PDF – CFPB
  • Tax-time checklist – PDF – CFPB
  • Make the most out of your tax refund – PDF – CFPB

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
  • – The Better Business Bureau offers ratings and assistance to consumers researching or needing help with a problem between them and a business
  • BBB’s Scam Survival Toolkit – If you fall victim to a scam, the BBB helps you create a personalized recovery plan.
  • BBB’s Scam Tracker – Lookup an existing scam in the scamtracker database, updated daily.
  • Clark Howard‘s website includes many resources on scam, fraud and other financial topics
  • – 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

Podcasts and Shows on Financial Topics

  • Farnoosh Toorabi’s So Money – focuses on general financial knowledge and business issues like asking for a higher salary
  • How to Money – Friends and experts Joe and Matt give general financial advice on a variety of topics
  • Jean Chatzky’s Her Money – focuses on women and money
  • Suze Orman’s Women and Money – focuses on women and money
  • Tiffany Aliche’s Brown Ambition – from a Nigerian immigrant family, Tiffany focuses on general finance and issues specific to African or African Americans in the United States.
  • Radio show about small business and financial topics delivered in Haitian Creole. The show is Monday to Friday from 7:30 AM to 7:40 AM. It is broadcast on: WPBR 1340 AM (South Florida), 96.1 FM (South Florida), WNDO 1520 AM (Orlando), WTPA 1590 AM (Tampa Bay), and
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