QWE Practice Guideline: 450: Financial Planning

Target group: All organizations that employ persons with disabilities

Practice Description

Provide a variety of financial training and management options for employees.

Resources Needed

Subject matter experts/trainers

• Financial planning expert

Implementation Process

Process

• Offer several choices to employees to guide their financial knowledge and management:
  • Financial literacy training sessions
  • Low cost, low fee checking and savings accounts
  • Free direct deposit
  • Low cost, low fee loan opportunities
  • Vehicle loans through Way to Work Foundation
  • Individual Development Accounts
  • Volunteer Income Tax Assistance

Documentation

• Standard operating procedure
• Policy
• Training to all staff regarding opportunities

NPA: Goodwill of San Antonio
Location: San Antonio, TX
Date Submitted: 2013
Website: https://www.goodwillsa.org/

Resources: Quality Work Environment Workbook