This track helps agencies connect financial education directly to housing goals. Clients learn how to grow credit, manage debt, and build savings while agency staff receive tools to integrate this training into case management and coaching.

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Access Includes:

• Access to our Financial Empowerment Toolkit (budget planning, saving systems, debt management)

• Credit education workshops and group coaching sessions

• Goal-setting tools for tracking income, savings, and debt reduction

• Financial progress dashboards for agency monitoring

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What’s Included in Delivery:

• 3-month guided financial coaching cycle led by Bailey Project staff

• Access to our online financial learning modules for up to 25 participants

• Printable materials and client accountability sheets

• Monthly financial readiness reports for case managers

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How We Administer It:

• Staff Training: Bailey conducts a live training on how to deliver the 4-part Credit to Keys workshop.

• Client Access: Agencies can host sessions directly or co-host with Bailey facilitators.

• Credit Coaching Support: Clients receive optional one-on-one coaching from Bailey’s financial partners.

• Technical Assistance: We check in monthly to review progress and support staff in tracking credit and savings milestones.

• Community Collaboration: Bailey helps agencies build relationships with local lenders and credit unions for client referrals.​​​

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Results You Can Expect:

• Clients who actively increase their credit scores

• Improved financial confidence and savings habits

• Stronger partnerships with local financial institutions