Meeting People Where They Are: Five Lessons for Integrating Financial Capability Services

From January 2014 through June 2015, ten community-based organizations from around the country embarked on an 18-month journey to develop new ways for their low-income clients to progress toward financial security. This document highlights the lessons and successes from that Learning Cluster so other organizations can learn from their experiences. This document is written primarily for community-based organizations that provide direct services and want to learn about successful strategies for integrating financial capability services into their existing programs. Intermediaries, government agency staff, policymakers, funders, financial institutions and other local partners can also read this document to learn how they can support organizations doing this work in their communities.

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