Financial Assessment Tools

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    Taxonomy Code: DM-1980

    Programs that provide access to tools which help people make an assessment of their personal financial situation by recording their income and assets, essential living expenses, discretionary expenses, current debts and other figures to calculate their personal net worth; determine their cash flow situation; develop financial goals; and establish a personal financial plan including a household budget that will enable them to manage their money effectively. Personal financial assessments can also be used in the context of financial counseling to evaluate an individual's ability to pay creditors in situations where the person is in financial difficulty or as a step in determining whether bankruptcy is a viable option.

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    Service NameDescriptionLocationProgramAgency
    ACTION-Housing, Inc. - Individual Development AccountThe Individual Development Account Program encourages low and moderate-income families to enhance their self-sufficiency by building financial assets. Participants who meet certain program requirements are provided with matching funds on a dollar for dollar basis for the amounts they have saved up to a maximum of $2,000 over a three-year period. These requirements include: establishing savings accounts and building these accounts through regular monthly deposits of at least $40; attending financial management or homeownership training classes sponsored by the program; and utilizing their savings and the matching funds for certain designated activities including the purchase of a home, home repairs, education or starting a business.AlleghenyFamily Savings Account ProgramACTION-Housing, Inc.
    Better Business Bureau of Western PA - BBB Military LineSince 2004, Better Business Bureau (BBB) Military Line has provided free resources to our military communities in the areas of financial literacy and consumer protection through the efforts of 113 BBBs across the U.S. The five main components of the program are: 1. Education - Many Local BBBs on and around military installations teach financial readiness classes to service members. 2. Outreach - We attend and support community fairs, conferences and other events, speaking with service members and distributing information. 3. Information - Our website provides a one stop shop for articles, links and consumer alerts for each branch of service. Check out our resources page for free consumer guides written just for military members and find us on Facebook and Twitter. 4. Data Collection - We analyze BBB data to help identify the threats and needs of our military community in the marketplace. 5. Complaint and Dispute Resolution - Filing a complaint with BBB helps military consumers resolve disputes and alert us to issues affecting the military community at large. Need a Financial Readiness Class? BBB Military Line offers an array of interactive and engaging Financial Workshops that are taught by local BBB staff members. These workshops are:
    • The Smart Consumer (Adult & Teen versions),
    • Deals for Wheels(Adult & Teen versions),
    • How to Buy a Home,
    • Investing for Retirement,
    • Scams and ID Theft.
    Need a Consumer Issues Subject Matter Expert? Your local BBB can provide speakers who work in the world of consumer issues and protection.
    AlleghenyBetter Business Bureau of Western PABetter Business Bureau of Western PA
    Faith and FinancesOvercoming money issues by addressing key attitudes toward money and key practices of sound money management with the help of alliesDauphinLove Inc of Greater HersheyLove Inc of Greater Hershey
    USA CaresUSA Cares provides financial and advocacy assistance to post 9/11 active duty US military service personnel, veterans and their families. They assist all branches of service and all ranks and components. They do not charge fees nor accept repayment and rely on donations from private citizens, businesses and foundations for all funding. Financial assistance is not given directly to service members or their families; instead, payments are made to mortgage lenders, utility companies, and other vendors. The objective is to reach families at the earliest stage of intervention to proactively prevent further financial distress. Typically, USA Cares provides assistance in four major areas:
    • Emergency Assistance - pays immediate, essential bills, including food and utility bills,
    • Housing Assistance – helps to stop and prevent evictions and foreclosures,
    • Combat Injured - pays basic expenses: mortgage/rent, food and home utilities which enables combat injured to receive treatment and be assured their family is taken care of,
    • Jobs Assistance – reduce unemployment among post-9/11 Veterans through job-seeker tools, open to all veterans, limited financial assistance.
    USA CaresUSA Cares

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