Free for AssetPlatform members - an interactive, fun and simple way to involve children (geared to ages 5 to 16) in budgeting their money, while emphasizing the importance of saving, setting and achieving goals, and helping simplify families' lives. Introductory video
Use this 5-minute questionnaire to quickly identify client needs and priorities.
Help clients calculate how much they should set aside for an emergency and build a plan for getting there.
Learn more about prepaid debit cards, and their advantages and disadvantages for consumers. Compare the features, costs and benefits for some of the most popular cards on the market to see which may be right for your clients.
Help Angel budget and save as she makes her way to LA for the big dance competition -- play and learn with this entertaining video game (brought to you from AssetPlatform partner, D2D Fund).
has handy tools to help your clients save -- checklists, calculators, online services and locators.
Use these checklists to help you assess the readiness of your clients to save.
Manage farm resources in this award-winning video game, while learning about surviving financial emergencies, building long-term savings and the magic of compound interest. (From AssetPlatform partner D2D Fund.)
From partner D2D Fund -- Learn about saving for retirement in this entertaining video game!
A fun video game that shows how easy it is to split a tax refund and save! From AssetPlatform partner D2D Fund.
has checklists, charts, and calculators to help your client get out of debt and avoid predatory products.
Each Road Map sign leads to information, tools and product links to assess your client's transportation needs and help guide them to the best decision for purchasing or refinancing a vehicle.
Confused about counseling options or not sure if a referral to credit counseling is right for your client? Learn more and use this 5-question assessment to find out.
Connect your clients directly with one of 5 credit counseling providers to develop a custom assessment and action plan.
Debt in Focus is an anonymous, easy-to-use site that provides users with a summary of their debt and an actionable plan to reduce debt and improve credit profiles. Through our association with the Filene Research Institute, AssetPlatform users can assess this tool at no cost.
Through our partner NeighborWorks, enter your state or zip code to find a housing counselor who can help clients restructure or refinance their mortgages to avoid foreclosure.
Play the game to have some fun while learning about managing debt and how credit cards work. From AssetPlatfrom partner D2D Fund.
Learn about and compare the various ways to access credit reports and scores for your clients.
Coming Soon --a set of tools to introduce you to Access to Public Benefits packages and help you find one with the best fit for your organization and your clients.
If you don't already have relationships with credit unions in your area, the AssetPlatform can help you find one for your clients through its Credit Union Locator.