Financial Management for Cognitive-Linguistic Rehabilitation

Digital download for cognitive-linguistic therapy targeting financial management to empower independence by instilling confidence in a therapeutic setting.

Financial Management: Empowering independence

When I was little, my father gifted me three pint-size plastic toy trash cans. Every week he gave me $1.50 in allowance. It was split three ways in the cans between giving, savings, and spending. He gave me a small plastic index-card holder and encouraged me to track that $1.50 every week in a budget.

It's a gift I have been grateful for all my life. It has been something that has empowered me to make thoughtful financial decisions with confidence.

I think that giving patients in cognitive-linguistic therapy the chance to practice financial management in a therapeutic environment before returning to independent living is one of the most empowering things we can offer during a rehabilitation stay. I have seen patients transform in front of me, starting the task with self-doubt and anxiety. Slowly, their eyes light up, and by the end of the session, they're saying: "I can do this."

I have made many photocopies of photocopies of workbook budget tasks and eyed a drawer full of fake check blanks from time to time (I guess some people still use checks?). But ultimately, I wanted to offer my patients something real and tangible- something they might see spread out across their dining room table at home. And so I created this financial management task- a simple, realistic spread of receipts ripe for all kinds of therapeutic tasks. Inside this download, you'll find all the receipt pages, the ledger document, and a list of ideas you might want to use during your sessions.

See it in action


What's included in the digital download

• 16 receipts
• Pay stub
• Utilities bill
• Cell phone bill
• Power bill
• Check
• 2 notes
• Ledger

Ideas for therapy tasks when using this material

• Go through actual bills with patients and set a real budget.
• Find local resources for patients who are leaving the facility. Many banks offer free assistance with balancing budgets.
• Collect free calculator giveaways from companies. Send a calculator home with the patient so they have a higher chance of carry-over.
• Use "real" money for patients who need more concrete visual aids.
• Send copies of ledgers home with patients to improve carry-over.
• Offer training in various budget maintenance strategies: Envelope/cash system, debit card system, checkbook system
• Have the patient track spending while in the facility.
• Spend some time during a session brainstorming ways to save money.

Included in: Bundle: Cognitive-Linguistic Planning, Problem Solving, and Calculating Tasks.

Digital edition is $5.

Print+Digital edition is $10 and includes immediate access to the digital file plus 1 color copy + 20 copies of ledger delivered to your mailbox.

 TECH SPECS: Digital download (30.7 MB). PDF format. 16 pages, 8.5x11 inches. High resolution (300 dpi).