Tools

These are some of the tools we use to help you with your money:

• Money Planner
  Working with you, this helps us to look at your current finances, and helps to plan and set your own budget.
• Financial Passport
  This is a document we create with you and your circle of support to see what your different needs are, what skills you would like to develop and who can help with this. It is also a short list of where your money is spent.
• Assessments
  There are three assessments we use. The Financial Assessment looks at all the details about your finances. The Benefits Assessment looks at what benefits you receive, and what you may be entitled to. Our independent Capabilities Assessment looks at all the things you can do, and where you may need support.
• Your own bank account
  Your Money. Your Way.