Building Capacity for Financial Wellbeing

Technical Assistance Brief

August 2022


Authored by: Tobey Partch Davies, Ph.D.


This brief is a supplement to the Disability and Employment Technical Assistance Center’s (DETAC) learning module Shared Solutions: Improving Results for Financial Wellbeing. The module consists of three lessons: 1) Building Capacity and Referral Networks, 2) Self-Directed Financial Wellbeing, and 3) Core Planning Components. The purpose of this document is to reinforce core planning strategies for people with disabilities through the illustration of three case scenarios of individuals with disabilities. Technical guidance will be provided throughout each of the case studies on both individual-specific action steps as well as implications for partnerships and collaboration.  The guidance is provided in attempt to model the process network partners might use in working with individuals and referral networks in their own respective locations.


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