Resources in this list are reviewed annually. If you find a broken link or outdated information, please contact ERI.
ERI takes an innovative approach to helping people with disabilities achieve their work and independent living goals. Managing finances is central to that independence, and it's rarely simple. The right tools can make a real difference.
Those who work alongside people with disabilities, whether as service providers, community partners, or professional allies, are often asked about money management. Having reliable resources to share can make those conversations more helpful and practical.
These 10 trusted resources are for anyone in that role — to use, share, and build on over time.
How to Use This List
These resources are most effective when introduced gradually and connected to real-life situations.
- Share 1–2 resources at a time based on current needs
- Focus on real situations, like starting work or managing benefits
- Explore tools together when possible
- Encourage small steps and build over time
Find What Fits
Not sure where to start? Use this quick guide to match resources to what someone needs right now.
Need help getting started with budgeting?
Try Money Matters: UW-Extension, or Better Money Habits.
Want simple, step-by-step financial education?
Start with FDIC Money Smart or AICPA & CIMA Financial Literacy Resources, or MyMoney.gov.
Dealing with debt or financial stress?
Connect with GreenPath Financial Wellness or explore tools from the Consumer Financial Protection Bureau.
Want to build savings and long-term habits?
Check out Wisconsin Saves or MyMoney.gov.
Looking for local, one-on-one support?
Explore GreenPath Financial Wellness, Money Matters: UW-Extension, or WWBIC.
Interested in starting a business or building financial independence?
Look into WWBIC.
Need help understanding how work affects disability benefits?
Explore Employment Resources, Inc. (ERI).
The Resources
- Money Matters: UW-Extension
Helps people build practical money management skills, including budgeting, saving, and managing credit. Offers self-paced courses and access to financial coaching. - GreenPath Financial Wellness (Madison, WI + Online)
Provides free financial counseling, debt management plans, and tools for managing credit and reducing financial stress. - FDIC Money Smart (Online)
A structured financial education program that helps people build banking skills, manage money, and make informed financial decisions. - Better Money Habits (Online)
Short videos and simple tools that explain money concepts in plain language. Helpful for people who prefer learning through visuals and quick tips. - AICPA & CIMA Financial Literacy Resources (Online)
Offers easy-to-use tools and information to help people manage money, reduce debt, and plan for the future across different life situations. - Consumer Financial Protection Bureau (Online)
Provides clear, reliable information on credit, loans, debt, and financial rights, along with tools to support informed decision-making. - Wisconsin Saves (Online)
Encourages people to build savings habits and take small, consistent steps toward financial stability. - Wisconsin Women's Business Initiative Corporation (WWBIC) (Wisconsin)
Offers financial education, small business support, and access to fair lending for people interested in entrepreneurship and financial independence. - Employment Resources, Inc. (ERI) (Wisconsin + Online)
Provides clear information about how work affects disability benefits. Helpful for people making decisions about working and benefits. - MyMoney.gov (Online)
A federal resource that offers simple, easy-to-understand tools for budgeting, saving, and managing money. Organized around real-life topics.
Keep in Mind
Navigating finances takes time, and the path looks different for everyone. The right tools — and the right support — can help people move forward.
Start small, focus on what matters most, and build from there.
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