Action Plans > How can I make sure the transition to adulthood goes smoothly: Financial Well-Being Action Plan

Financial Well-Being Action Plan

Teaching individuals skills that further their economic self-sufficiency and ability to control personal finances is vital to their success as adults. Learning with practice needs to start as early as possible. Families play an important role in financial planning for the future.

To create a custom action plan, select the items below that are relevant to you or someone you support. Upon submission, you will see a summary of your items, which is your personalized action plan. This form will not be saved, however you will be able to print the summary, and if you provided an optional email address, the results will be emailed to you immediately.

Acronym Key: PASS = Plan for Achieving Self Support | ABLE = Achieving a Better Life Experience

Managing money
Accessing Financial Support
Add any additional items that you would like to include in your Action Plan.
Provide an email address to receive a copy of this custom Action Plan.
This field is for validation purposes and should be left unchanged.

Disclaimer: This checklist is for informational purposes only. It is not intended to be comprehensive, and should not be taken as legal advice. Services and programs mentioned may vary by county. Please consult with professionals with expertise in this topic area for guidance specific to you, your family or student/client’s situation. Have a suggested correction or addition to this checklist? Email

Work Together NC