Immigrant Financial Access Project

Used with a client

Financial Pathway Calculator

You sit with a client and enter what they actually pay to cash checks, send money, buy money orders, or use a bank that charges them. It totals the yearly cost and lists lower-cost options, which you can edit or switch off before printing anything for them.

  • Two calculators: one for the cost of living outside the banking system, one for bank fees inside it.
  • A review screen where staff edit or remove any suggestion before the client sees it.
  • A printed summary at the end of the session, in English or Spanish.

Best for

A one-to-one appointment where somebody has fifteen minutes and a client in the room. It does nothing on its own.

Ground rules