Clemens Health | Money-management goal brief
Updated 2026-10-05 | (651) 354-1196

Download this editable worksheet, add your notes, and bring it to the relevant planning conversation. Leave unknown details blank and identify who can confirm them.

Everyday decision
Which shopping or household decision does the person want to practice?
Your notes: ________________________________________

Learning question
Is the question about amounts, comparison, organization or another skill?
Your notes: ________________________________________

Existing support
Who already helps, and which responsibilities must remain clear?
Your notes: ________________________________________

Privacy boundary
What can be discussed using fictional amounts instead of personal records?
Your notes: ________________________________________

Review point
What would show that the practice is useful to the person?
Your notes: ________________________________________

Illustrative example
Using fictional prices, an adult wants to compare two items against a planned shopping amount. The team discusses the learning approach without requesting a bank login or assuming the support worker will hold the person’s card.

Next step
Bring the skill question to the IHS team. Confirm the goal, boundaries and responsible contacts before introducing real financial records into a practice activity.

This is an optional discussion worksheet, not an official assessment, authorization, service plan, or emergency plan. Keep completed copies private and share through an agreed channel.