Class
Money, Organized
Learners set up a clear, private view of their money in one place and learn how to keep track of it each month.
Who it is for
Program participants who are starting work, changing jobs or managing benefits, and who want their accounts and bills in one view.
What learners leave with
- A simple monthly money plan, kept in the Monarch budgeting app or in a free worksheet, whichever works for them.
- A list of questions to bring to a benefits counselor before they change how they save.
- The contact for free benefits counseling in their state.
Length and format
Two 90-minute sessions, a week apart. A third session with a certified benefits counselor is strongly recommended, and we plan it with the program.
Live online or in person, 6 to 10 learners. We teach on a demo household, so no one shows their own accounts on screen. Learners set up their own view privately, in class or at home.
Access built in
- We ask about access needs before the first session. Every slide is described out loud, every prompt is in the chat as text, and captions are on.
- A free worksheet path runs beside the app for anyone who prefers it or finds the app hard to use.
- Handouts are in plain language.
What this class is not
- This class is not financial advice or benefits advice. We teach money organization and tools.
- Questions about SSI, SSDI, ABLE accounts or work incentives go to a certified benefits counselor. We plan the class with the program's own benefits counselor or the local WIPA (Work Incentives Planning and Assistance) project.
- SSI has a resource limit: Social Security lists it as $2,000 for one person and $3,000 for a couple, checked at the beginning of each month. So this class never tells anyone to build up savings. Learners find out their own limit from their counselor, and use the tool to keep an eye on it.
Free benefits counseling for people on SSI or SSDI: the Ticket to Work Help Line, 1-866-968-7842 (TTY 1-866-833-2967), or find a counselor on the Choose Work site.
Program measure it supports
Measurable Skill Gains through a pre and post skill check. Fits financial capability goals and, in states that include it, financial literacy within workplace readiness training.
Learners get a certificate of completion that lists the skills covered. It is not a recognized postsecondary credential.
Plan this class with us
Every class is planned with the program before it runs. Start with a 30-minute call.