Tools and Best Practices

The Financial Empowerment Network | Seattle-King County organizes its work through its collaborative of community organizations or action teams: Bank on Seattle-King County; Financial Education Partners Network (FEPN); EITC/Free Tax Preparation; Youth Financial Empowerment; Homeownership and  Foreclosure Intervention and Integration of Financial Empowerment into other Service Systems.

To increase capacity, we look to our Advisory Council, Initiative Co-Chairs and Action Teams to help identify the needs of our community and advise the best course of action. This strategy has resulted in successfully securing the collaboration of many organizations in providing quality financial empowerment services, avoiding duplication of services, creating system change, and helping agencies make connections with each other to improve outcomes for their clients.

Please let us know which Teams you are interested in being involved with, and we will connect you with the appropriate contacts.  Need posters or client referral flyers?

Download Posters
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2017 Financial Empowerment Network – Initiative Chairs: 

  • Lydia Assefa-Dawson, King County Housing Authority, FEPN Chair
  • Sameth Mell, Mt Baker Housing, FEPN Chair
  • Alder Burgess, Northwest Justice Project, Foreclosure Prevention Team, Co-Chair
  • Linda Taylor, Urban League, Foreclosure Prevention Team, Co-Chair
  • Jenny Walden, United Way King County, EITC Free Tax Campaign
  • Laura Fletcher, Washington C.A.S.H., Bank On Seattle-King County, Co-Chair
  • Michael Fait, KeyBank, Bank On Seattle-King County, Co-Chair
  • Molly Stutzman, YMCA, Youth Financial Empowerment Work Group
  • Nicole Guiberteaux, YWCA, Youth Financial Empowerment Work Group
  • Emerson Sekins, NW Access Fund, Financial Inclusion and Disability Awareness Work Group

Network Advisory Council Members:  Jerry DeGrieck, King County Public Health; Diana Dollar, The Prosperity Agenda; Michael Dotson, Banner Bank; Beto Yarce, Ventures; Vicki Foege, HomeStreet Bank; Evie Boykan, City of Tukwila (SKC Human Service Planners); John Kim, SJI; Lauren McGowan, UWKC;  Grace Adriano, KCHA; and Lyn Peters, DFI.

For more information contact:

         Alice Coday 
        acoday@everyoneiswelcome.org

Need help?  Refer to the Your Money Helpline Resource Guide!

Note, this is for professional case manager, financial counselor and advocate distribution only. For a PDF version of the guide, Click Here>  

Your Money Helpline is a resource sharing opportunity to help you assist clients with banking, credit, debt management and reduction and preparing for their short and long term financial goals.  Each topic area provides basic information and resources to help you learn more so you can direct your client for more in-depth information and one-on-one professional assistance if needed. 

Missed a meeting or a workshop?

Integrating Financial Capability

Knowledge + Skills + Access to Resources = Financial Capability  Learn more>

The Consumer Financial Protection Bureau (cfpb) toolkit for social services providers.
CFPB Starting the conversation

 

 

 

 

 

 

 

 

 

Get the toolkit  –  Get the training  –  Follow-up resources
Your Money, Your Goals is a toolkit that social services organizations can use to help their clients set goals, choose financial products and build skills in managing money, credit, and debt.

Toolkit
Implementation guide
Train the trainer videos
Creating a referral guide
Sample surveys trainers can use: pre-training, post training and follow-up

Learn more about Your Money, Your Goals>

Find a Financial Counselor 

  • American Financial Solutions
    Learn more>
  • Apprisen
    Learn more>
  • Clearpoint Credit Counseling Solutions
    Learn more>
  • Hopelink – CFPB Financial Coach
    Donna O’Connor, CFPB Financial Coach
    doconnor@hope-link.org or 425.499.2462
  • Solid Ground – Financial Fitness Boot Camp
    Learn more>
  • YWCA Economic Resilience Initiative
    Learn more>
  • AFCPE (Association for Counseling and Planning Education)
    Find an AFC (Accredited Financial Counselor) in Washington here>
  • CFPB Tele-Coaching.  FREE professional financial tele-coaching is an initiative of the Consumer Financial Protection Bureau (CFPB) which is managed through a contract with the Armed Forces Services Corporation (AFSC). Financial coaching sessions are now available via phone as well as in-person.  To talk to a coach, call 1-844-90-GOALS.

Financial Counseling for Veterans

Charles H. Woods Jr., CFPB Financial Coach
WorkSource Affiliate North Seattle
9600 College Way N., Seattle, WA 98103
cwoods@afsc.com or  cwoods@esd.wa.gov
Office:  206.934.6142 / Cell:  425.269.6444

Chris Lilley, CFPB Financial Coach
RP/6
9881 Bridgeport Way SW, Lakewood WA 98499
clilley@afsc.com
Office: 253-777-0556 / Cell: 253-341-8134

Help prevent scams aimed at seniors!

The financial education non-profit CENTS has created Senior Money , which is an instructional DVD, companion website, and in-person presentations to teach senior citizens how to spot and avoid all the scams aimed at them.  The video, which features Attorney General Bob Ferguson, has three 35 minute sections: 1) reverse mortgages, 2) scams, and 3) identity theft and estate planning.   Please contact Tony Leahy at tony@centsprogram.org or 206-267-7017 if you would like a free DVD or in-person presentation at your facility.  The website has the video and additional resources (www.seniormoneyproject.org).