Budgeting Worksheet

A fillable worksheet to track income, housing, utilities, transportation, savings, debt, and everyday expenses in one place.

Best for: “I want to see where my money is actually going.”

Carbuyer’s Guide

What to consider before buying a car — budgeting, weighing new vs. used, research, and understanding insurance costs.

Best for: “I’m about to buy a car and don’t know where to start.”

Guide to Seeking Legal Assistance

Legal terms to know, how to get the most from a free consultation, and where to find low-cost or pro bono legal help.

Best for: “I need legal help and don’t know where to start.”

5 Ways to Lower Your Utility Bills

Simple, practical ways to cut energy costs — from sealing drafts to smarter thermostat habits.

Best for: “My utility bills feel too high.”

First-Time Homebuyer Flyer

An overview of how a Navigator can support first-time homebuyers — credit, budgeting tools, referrals, and loan options.

Best for: “I want to buy my first home.”

Utility Help Guide

Steps to try if you’re behind on utility bills, from payment plans to weatherization support.

Best for: “I can’t pay my utility bill this month.”

Guide to Finding Housing

How to search for housing, what to look for, and tips for putting your best foot forward with landlords.

Best for: “I need to lower my housing costs.”

Guide to Finding a Therapist

How to search for the right therapist, what questions to ask, and ways to make therapy more affordable.

Best for: “I know I need help but don’t know where to start.”

Guide to Grief

Support groups, counseling options, and national helplines to help you cope with loss, one step at a time.

Best for: “I’m grieving and don’t know where to turn.”

Safety Planning: Things to Consider

A guide to thinking through shelter, finances, food, pets, and work if you need to plan for a safer living situation.

Best for: “I need to think through a safety plan.”

Complete Guide to Navigating Childcare

A breakdown of childcare options, how to find and evaluate providers, and ways to help cover the cost.

Best for: “I need childcare I can actually afford.”

Guide to Finding a Side Gig

Ways to earn extra income, organized by whether you have a computer, a car, or a specific skill to offer.

Best for: “I want to earn extra income.”

Hoja de trabajo para comparar planes de salud

Best for: “Comparar todas mis opciones de atención médica”

Healthcare Plan Comparison Worksheet

Best for: “Comparing your different healthcare plans and options”

Comprender y gestionar las facturas médicas

Aprenda a revisar sus facturas médicas, comprender la Explicación de Beneficios (EOB) y detectar posibles errores en los cargos. Esta guía también explica cómo…

Best for: “Quiero entender mis facturas médicas, verificar que los cargos sean correctos y encontrar opciones para pagar lo que debo.”

Conceptos básicos del seguro médico

Conozca los conceptos esenciales del seguro médico, incluyendo los períodos de inscripción, las opciones de cobertura y términos como prima, deducible, copago y coaseguro.…

Best for: “Quiero entender cómo funciona el seguro médico, cuándo puedo inscribirme y qué significan los términos de mi cobertura.”

Cómo sacar el máximo provecho de su seguro médico

Descubra cómo utilizar mejor su seguro médico y reducir gastos innecesarios. Esta guía ofrece consejos para aprovechar la atención preventiva, encontrar proveedores dentro de…

Best for: “Quiero aprovechar al máximo mi seguro médico, encontrar beneficios disponibles y evitar gastos innecesarios.”

Cómo elegir un plan de seguro médico

Aprenda a comparar planes de seguro médico según sus costos, cobertura, proveedores y medicamentos recetados. Esta guía explica los diferentes tipos de planes, las…

Best for: “Quiero comparar diferentes planes de seguro médico y elegir el que mejor se adapte a mis necesidades y presupuesto.”

Getting the Most from Your Health Insurance

Best for: “How do i get the most out of my Health Insurance”

Health Insurance Basics

Best for: “I want to understand Health Insurance basics.”

Understanding & Managing Medical Bills

Best for: “I need help understanding my medical bills.”

Choosing a Health Insurance Plan

Best for: “I need help choosing a healthcare plan.”

HSA, FSA, and Other Ways to Save on Medical Expenses

Medical expenses can add up quickly, but tools like Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and other cost-saving strategies can help you…

Choose with Confidence: Understanding Your Health Insurance Options

Choosing a health insurance plan can feel confusing, with unfamiliar terms, costs, and coverage details to sort through. This session breaks down the basics…

Borrowing with Confidence: Safe and Affordable Lending Options Explained

Borrowing money can feel overwhelming, especially when some options come with high costs or hidden risks. This session breaks down common loan types, highlights…

The Energy Savings Playbook: What Smart Savers Know About Lowering Utility Bills

Rising utility costs don’t have to catch you off guard. Discover the rebates, assistance programs, energy-saving upgrades, and cost-cutting strategies that thousands of households…

Homeownership Within Reach: Are You Ready to Buy A Home?

Turn Your Dream of Owning a Home Into a Reality.Ready to move from renting to owning? This workshop simplifies the homebuying process, providing a…

Mental Health Matters: Finding Support, Reducing Stigma, and Caring for Yourself and Others

Finding support during difficult times shouldn’t feel overwhelming or out of reach. Whether you’re dealing with stress, anxiety, or ongoing mental health challenges—or supporting…

Back to School, Without the Stress: Building Routines That Work for You

This webinar helps working parents and caregivers navigate the transition back to school with more structure, flexibility, and confidence. As schedules shift and responsibilities…

Retirement 101: Starting Small, Starting Smart”: Understanding 401(k)s & IRAs Now”

This webinar is designed to help you take the first step toward retirement planning—without needing a large income or deep financial expertise. Retirement can…

5 Tips to Improve Credit Score

Improving your credit score can feel confusing or discouraging—especially if you’re not sure where to start. Whether you’re working toward a financial goal or…

How to Combat Loneliness and Build Connection

Loneliness is more common than many people realize—and it can impact your mental health, relationships, and overall well-being in ways that aren’t always easy…

Peace of Mind Planning: Legal, Personal, and Family Steps for End-of-Life

Planning ahead isn’t just about paperwork—it’s about easing the emotional and logistical burden on the people you care about most. In this session, we’ll…

Making Sense of EADs (Work Authorizations): What’s Changing and What It Means for You

This webinar provides a clear, high-level overview of Employment Authorization Documents (EADs) and what they mean in today’s rapidly changing immigration landscape. As policies…

Filing Taxes: Understanding Tax Credits and Low-Cost Tax Filing Options

Make tax season easier. In this session, frontline workers will learn which major tax credits they may qualify for, like the Earned Income Tax…

Living with Roommates (Finding, managing relationships, subletting, legal protection)

Join us to explore ways to find roommates, managing relationships, subletting, and legal protections

Filing Taxes: Understanding Tax Credits and Low-Cost Tax Filing Options

Make tax season easier. In this session, frontline workers will learn which major tax credits they may qualify for, like the Earned Income Tax…

Five Money Tips to Help Your Financial Wellness

Join our friends at GreenPath Financial Wellness! Whether you have a lot of experience handling day-to-day personal finances or are just starting out, this…

The Parent’s Breaktime Toolkit: Childcare, Budgeting, and Keeping Kids Engaged

To equip parents with a proactive, step-by-step plan for securing safe, engaging, and affordable care and activities for their children during all upcoming school…

New Job, New You: Building Stability and Success in Your Next Role

Starting a new job is a chance to reset and grow. In this webinar, you’ll learn how to build a strong foundation for success…

From Panic to Plan: Tackling Medical Bills with Confidence

Worried about medical bills? You’re not alone. Join our free 30-minute webinar to learn how to read your bills, fight unfair charges, and avoid…

Health Insurance Explained: From Terms to Tips

Navigating health insurance can feel overwhelming—but it doesn’t have to be. In this webinar, we’ll break down the essentials of health insurance to help…

Medicare & More: What You Need to Know Before You Need It

Understanding Medicare and related benefits can feel overwhelming—but planning ahead makes all the difference. This webinar will walk you through the basics of Medicare…

Proactively Pay Off Your Debt

Trying to get out of debt can feel overwhelming, and it can be even more challenging to navigate all the options available and choose…

Healthy Boundaries in the Workplace

This class is designed to help you master professional boundaries and achieve work-life balance. Explore setting boundaries, from rigid to healthy, covering time, intellectual,…

Childcare 101: Options, Costs, and Finding What Works for Your Family

We will focus on how to find affordable childcare and choose the best option for your family’s unique needs. We’ll go over different types…

Navigating the Therapy Landscape: Finding the Right Fit

Do you need some additional support in your life? Join us for a webinar in which we discuss the importance of mental health support…

Navigating the Auto Market: Tips for Buying Your Next Car

Looking to buy a car? Join our comprehensive webinar for tips on navigating today’s challenging auto market. We’ll share key advice & essential pre-purchase…

Compassion Fatigue: Part of the BetterHelp BeWell Series

Recognizing and Preventing Burnout in Healthcare Professionals

Stretching Every Dollar: Practical Tips for Saving in Tough Times

In a world where groceries cost more and unexpected expenses are the norm, saving money can feel impossible. But with the right mindset and…