1. Bundled Services: Foundational Programming
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2. Objectives To understand WHY the Bundled Services model
To understand the opportunity of expanding Financial Capability Services
To identify your first steps towards expansion!
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3. Funder Fantasy
Hundreds of clients Data driven Positive Impact Integrated services and financial products
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4. Client Fantasy
One stop shop Client centered and client led Strengths based Holistic Continuum of care
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5. Bundled Service Evidence
Five times more likely to achieve a major economic outcome using the model - Annie E. Casey Foundation
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6. Financial Opportunity Centers (FOC) & Bundled Services
Annie E Casey/LISC model
Workforce Development
Public Benefits Screening and Enrollment
Financial Education and Counseling/Coaching
Use common data system to track everything
Track long-term change in Net Income, Net Worth, Credit Score
Offered in community locations where clients feel comfortable

7. Income Assets Income Exceeds Basic Needs Living Wage
Career Development
Income Exceeds Basic Needs
Living Wage
Savings
Assets
Discretionary
spending
Early Employment
Income Meets Basic Needs
Entry-level
Employment
Food
Rent
Utilities
Contextualized
ESL
Basic Financial Education
Ongoing
Financial Ed
Vocational
ESL
Small Business Development
Where we want clients to be: durably self-reliant, have clear pathways to upward economic mobility, savings and assets – secure in their financial present and future, contributing members of their communities ->thriving
Tax Preparation
Incentivized Savings
Loan Products

8. Integrating Financial Education and Coaching with Workforce Development
Combined Financial Assessment (CFA)

9. Bundled Services - Data
Outcomes driven
Income
Net Worth
Credit Score
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10. Financial Capability for New Americans

11. Financial Capability for New Americans

12. Resources
Building Financial Capability: A Planning Guide for Integrated Services
LISC website on Integrated Services
Center for Working Families How-To Guide
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13. ?
Questions