Financial Wellness Session Toolkit

A practical digital toolkit built for financial counselors, debt advisors, and wellness coaches who conduct one-on-one or group sessions focused on improving clients’ financial health and money management skills. This toolkit includes client financial assessment intake forms, budget construction worksheets, debt prioritization calculators, savings goal visualization tools, and session summary report templates. Designed to give counselors everything they need to run productive, organized sessions that educate clients, build their confidence, and create actionable plans they can follow between appointments.