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It captures client and session details, confirms completion of the Financial Well-Being Measurement Questionnaire, and provides narrative space for goals and action steps. The template organizes updated goals across savings, credit and debt, housing, general financial management and access, retirement, and other areas, with guidance notes and a step-by-step timeline including referrals and timeframes.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/project-reinvest-financial-capability-action-plan-template-v3/355408/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/project-reinvest-financial-capability-action-plan-template-v3/355408.png","ImageObject",442,249,{"name":88,"@type":89},"Valentina","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-15","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What questionnaire does the template require before initial Tier 1A and Tier 1B sessions?","Question",{"text":109,"@type":110},"It requires that the client has completed the Financial Well-Being Measurement Questionnaire for initial Tier 1A and Tier 1B sessions.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How does the template structure updated goals for Tier 1A and Tier 1B?",{"text":114,"@type":110},"It lists goals by categories such as savings, credit & debt, housing, general financial management/access, and retirement, and includes guidance to add Tier 1B goals only if new goals are created.",{"name":116,"@type":107,"acceptedAnswer":117},"What information is captured for each action plan step?",{"text":118,"@type":110},"For each step, the template includes a specific action step description, optional referrals (if necessary), and a timeframe.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},355408,1791719334,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},13056703020460,"https://ap-avatar.wpscdn.com/avatar/be000253dac470eee5d?_k=1778207105932848923","Project Reinvest: Financial Capability Action Plan Template  \nClient Name:  \nSession 1 Date:  \nSession 2 Date:  \n\n|  |\n| --- |\n|  |\n|  |\n\nCounselor Name:  \nAgency Name:  \nMode of Counseling:  \nClient ID:  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n\nHas client completed Financial Well-Being Measurement Questionnaire? REQUIRED for initial Tier 1A and Tier 1B sessions.  \n| Please provide additional narrative and action steps in the spaces provided below as needed. |  |  |\n| --- | --- | --- |\n|  | Goals in Tier 1A Updated Action Plans | Goals in Tier 1B Updated Action Plans [ONLY IF client adds new goals when action plan is updated in Tier 1B; do not double-count goals already reflected on the Tier 1A plan and listed in the previous column] |\n| SAVINGS |  |  |\n| Savings-General/Emergency1 |  |  |\n| Savings-Asset Purchase2 |  |  |\n| Savings-Other/Not listed above3 |  |  |\n| CREDIT & DEBT |  |  |\n| Credit Building-Establishing Credit4 |  |  |\n| Credit Building-Credit Improvement5 |  |  |\n| Debt Management6 |  |  |\n| HOUSING |  |  |\n| Homeownership |  |  |\n| Rental housing attainment or improvement7 |  |  |\n| Housing Instability Mitigation – owner and renter8 |  |  |\n| Housing-Other |  |  |\n| GENERAL FINANCIAL\u003Cbr>MANAGEMENT/FINANCIAL ACCESS |  |  |\n| Budgeting/Improved Personal Financial Management9 |  |  |\n| Accessing New Financial Product(s)10 |  |  |\n| Accessing Improved Financial Product(s)11 |  |  |\n| RETIREMENT12 |  |  |\n| OTHER NOT LISTED ABOVE |  |  |\n\n1 “Savings-General/Emergency” would apply to a client whose goal is to establish or increase a savings account to cover emergency expenses or out of a general desire to have savings on hand for financial security/peace of mind.  \n2 “Savings-Asset Purchase” would apply to clients who establish the goal of saving for a specific asset-related purpose in the future (e.g., down payment on a home, security/first month’s rent for an apartment, down payment or full payment on a car, higher education for self or children, and so on. )  \n3 For example, if a client has a specific savings goal that is not related to emergency savings or an asset purchase (saving for a vacation, saving to buy Christmas presents for family, etc.)  \n4 For clients who have no credit history and set a goal of establishing credit.  \n5 For clients with the goal of improving their credit file/credit score through a variety of means as applicable, including: establishing new active trade lines, paying down existing credit lines or accounts in collection; correcting erroneous negative information on the credit report.  \n6 There may be overlap between this category and other credit-related goals.  \n7 For example, a client whose goal is to move to a safer or higher-quality rental or to move from living with family to living on their own.  \n8 For example, averting foreclosure or eviction.  \n9 For example, if the client’s goal is developing and sticking to a budget/spending plan.  \n10 For example, a client whose goal is to open a savings account, checking account, credit card, etc. for the first time.  \n11 For example, a client whose goal involves accessing better financial products compared to what they currently use—e.g. refinancing a home or auto loan, switching to a bank account with lower fees, attaining additional credit cards or credit card(s) with lower APR.  \n12 For example, goals related to planning, saving, or preparing for retirement.  \nClient's Goals/New Goals:  \nResults of FinancialAssessment:  \nClient's Progress on Initial Goals:  \nClient's Signature Date Client's Signature Date  \nTemplate Updated 01/12/2017  \nAction Plan Steps and Timeline  \n\n|  | Specific Action Step |  | Referrals (if necessary) | Timeframe |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n| 1. |  |  |  |  |\n| 2. |  |  |  |  |\n| 3. |  |  |  |  |\n| 4. |  |  |  |  |\n| 5. |  |  |  |  |\n| 6. |  |  |  |  |\n| 7. |  |  |  |  |\n| 8. |  |  |  |  |\n|  |  | Additional Notes |  |  |\n| 1. |  |  |  |  |\n| 2. |  |  |  |  |\n| 3. |  |  |  |  |\n| 4. |  |  |  |  |\n|","cbCainvkL9XNGz1K","https://ap.wps.com/l/cbCainvkL9XNGz1K","pdf",226531,"English","# Action plan sections\n## Client and session information\n## Tier 1A and Tier 1B updated goals\n## Action plan steps and timeline","[{\"question\":\"What questionnaire does the template require before initial Tier 1A and Tier 1B sessions?\",\"answer\":\"It requires that the client has completed the Financial Well-Being Measurement Questionnaire for initial Tier 1A and Tier 1B sessions.\"},{\"question\":\"How does the template structure updated goals for Tier 1A and Tier 1B?\",\"answer\":\"It lists goals by categories such as savings, credit \\u0026 debt, housing, general financial management/access, and retirement, and includes guidance to add Tier 1B goals only if new goals are created.\"},{\"question\":\"What information is captured for each action plan step?\",\"answer\":\"For each step, the template includes a specific action step description, optional referrals (if necessary), and a timeframe.\"}]","Project Reinvest - Financial Capability Action Plan Template - v3 | PDF",1790118636]