N.A.V.I.G.A.T.E. Toward Financial Wellness

A Staff Training Program for Nonprofits & Community Organizations

Finances impact every aspect of our lives — and the lives of the clients and staff you serve. These conversations must happen.

N.A.V.I.G.A.T.E. Toward Financial Wellness equips staff to have meaningful, shame-free, disability-informed conversations about money — conversations that boost employment, independence, and community living.

What Is N.A.V.I.G.A.T.E.?

N.A.V.I.G.A.T.E. Toward Financial Wellness is an 8-module training curriculum grounded in three principles:

• Trauma-informed facilitation
• Dignity-focused language
• Disability-informed content

Each module builds on the last — moving staff from financial awareness to confident conversations about spending plans, banking, credit, savings, taxes, fraud protection, and public benefits.

Who Is It For?

This training is designed for the staff who are asking:
• “Does financial wellness even apply to people on SSI?”
• “My clients have no extra money — why bother?”
• “As a rep payee, is this even my role?”

N.A.V.I.G.A.T.E. is for case managers, peer specialists, and employment specialists — the staff with the most trusted, consistent relationships with clients and the most opportunity to open conversations that change financial trajectories.

The N.A.V.I.G.A.T.E. Framework

Notice & Strengthen Your Money Mindset

Build awareness of beliefs, emotions, and patterns that shape financial decisions.

Aim with Intention Toward Your Goals & Vision

Identify what you want for your life and set priorities that reflect your values.

Verify & Maximize Your Benefits and Supports

Understand what resources you have and how to use them strategically and accurately.

Increase Income Through Creativity & Purposeful Work

Explore income options that fit your skills, interests, and life circumstances.

Gain Clarity & Confidence With Taxes & Income Reporting

Learn how taxes and reporting work for you.

Advance Your Financial Knowledge For Confident Decisions

Expand your understanding of spending plans, credit, debt, and savings.

Transform Your Future By Building Assets & Long-term Stability

Use savings and planning tools to strengthen security and create the future you want.

Ensure Protection For Your Identity, Finances, & What Matters Most

Reduce risk by building positive habits and systems that protect what matters most.

What Your Organization Gains

Staff who confidently open financial conversations
Practical scripts, tools, and activities ready for immediate use
A framework tied to employment and independence outcomes
Disability-specific content woven throughout — not an afterthought
Clear referral pathways to the right specialists

Bring N.A.V.I.G.A.T.E. Toward Financial Wellness to Your Team

2-Day On-Site Training

N.A.V.I.G.A.T.E. is designed as an in-person experience to maximize engagement, connection, and learning — the very things that make it work.

YOUR ORGANIZATION RECEIVES:
• Two pre-training consultation calls to customize content for your population and goals
• Full 2-day N.A.V.I.G.A.T.E. Toward Financial Wellness training for up to 30 participants
• Digital curriculum and tools for all participants (printed materials available for an additional fee)
• Two 60-minute follow-up coaching sessions at 30 and 60 days post-training
• Certificate of completion for all participants
• 30-day post-training email support for your team

Schedule call today to discuss pricing.

What Attendees Are Saying

“After this class, I am overwhelmed with what I have been missing!”

“So much fun, you forget you are in training.”

“Many clients have been missing so many opportunities to help themselves for so long! Why has no one noticed and advertised this before?”

Book Your Dates Now

Cohorts are limited to 2 organizations per quarter — so your team gets the attention and customization this work deserves.

N.A.V.I.G.A.T.E. is available for nonprofits and community organizations serving people with disabilities or organizations wanting to expand their services to be more intentional in serving clients with disabilities.

Book Your Dates