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Financial Management: Empowering independence
This task is designed to recreate the common scenario of having a stash of receipts laid out on the table ready to be balanced into a financial ledger.
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.
Tech specs: Digital download (30.7 MB). PDF format. 16 pages, 8.5x11 inches.
TECH SPECS: Digital download (30.7 MB). PDF format. 16 pages, 8.5x11 inches. High resolution (300 dpi).SaveSave
Digital download. Buy once, use forever: Once purchased, you may save to your computer and print as many times as needed for the lifetime of your clinical practice.
Color hard copies are $20. Free shipping within the U.S.

Tech tips
- PDFs are not easily opened, saved, or manipulated on phones or tablets. We recommend only downloading on a computer after purchase.
- Digital download links will be available after payment on the checkout page and in your order confirmation via email.
- You will have 5 download attempts over 1 month to access the file.
- Only the purchaser may access and use the file for their own clinical practice.
Terms of Use
It is ok to:
- Share a printed copy of this resource with a patient/client, their family members and friends, and non-SLP/OT/PT related staff such as nursing, home healthcare providers, physicians, CNAs, social services, dietitians, activities teams, teachers, caregivers, etc.
- Digitally share the file via online, secure, HIPAA-compliant teletherapy software platforms to any of the people listed in the above point in the context of teletherapy.
- Share any digital copy with clients outside of the context of teletherapy.
- Store these files in any publicly accessible online storage system, such as a shared Google drive or other online storage service.
- Share these files with other SLP/OT/PT related colleagues or friends. Please refer, don’t share.