Who Should Be Involved?

Financial Capability Practitioners

Professionals working directly with LMI and ALICE (Asset Limited Income Constrained Employed) families on financial literacy, credit counseling, and budgeting strategies.

Nonprofit Organizations

Leaders and staff from nonprofits focused on financial empowerment, economic mobility, VITA, and community development.

Social Workers and Case Managers

Individuals supporting financially vulnerable families with broader social services, including housing, education, and employment assistance.

Financial Coaches and Counselors

Experts providing one-on-one coaching and guidance on personal finance, debt management, and savings strategies.

Credit and Debt Counselors

Practitioners specializing in helping individuals and families manage debt, improve credit scores, and rebuild financial stability.

Educators and Trainers

Educators teaching financial literacy and life skills in schools, community centers, or through online programs.

Housing Counselors

Professionals helping families navigate affordable housing, mortgage options, and the financial aspects of homeownership.

Employment and Workforce Development Professionals

Individuals assisting clients in enhancing their employability, skills development, and income potential through career coaching or workforce programs.

Community Development Organizations

Groups working at the local level to improve the economic well-being of financially vulnerable populations through grants, partnerships, and outreach programs.

Faith-Based Organizations

Leaders and members of faith-based groups involved in financial empowerment initiatives and community outreach programs.

Government Agencies

Representatives from local, state, or federal government agencies focused on social services, economic empowerment, and financial education programs.

Banks and Credit Unions

Financial professionals interested in providing community-oriented services that enhance financial capability and inclusion.

Corporate Social Responsibility (CSR) Teams

Companies or teams focused on social impact, economic inclusion, and community financial education as part of their CSR programs.

Philanthropists and Grantmakers

Individuals or organizations looking to invest in programs that support financial literacy, economic mobility, and community development.

Researchers and Academics

Experts studying financial behaviors, social mobility, or the impact of financial education on economically vulnerable populations.

Technology and FinTech Professionals

Innovators developing products, services, or platforms that improve financial literacy, budgeting, or access to financial services.