Serious Mental IllnessNCT07920874
Financial Tools Access and Navigation (FinTAN)
A study testing FinTAN guide in people with Serious Mental Illness and Financial Hardship, run by Yale University at 1 site in United States.
Trial summary
The specific aims of this study are to: i) collaboratively create a Financial Tools Access and Navigation (FinTAN) guide to assist persons and care providers to identify the potential utility of relevant financial products, and guide them in their use; ii) pilot test the feasibility and impact of using the FinTAN… Read more about this study
- Who is it for?
- Ages 18 years and older
- Conditions the study is for
- Serious Mental Illness, Financial Hardship
- What is being tested?
- FinTAN guide
- Type of treatment
- Lifestyle or therapy programme
- Could I receive a placebo?
- No, everyone receives an active treatment
- How many people
- 60 participants
- Where
- 1 siteUnited States
- Study dates
- Dec 2026to May 2028
- Phase
- Interventional
- Are there results?
- Not yet: the study is under way
Key requirements
Who can take part, as listed by the sponsor. Only the study team can confirm whether you are eligible, so take this list to your doctor.
- Ages 18 years and older
- All sexes
- No healthy volunteers
- Adult, Older adult
Who may be able to join
- 18 years of age or older who are using services at the Connecticut Mental Health Center
- Self-identify as having money management challenges
- Provide services at the community mental health center
- Provide financial management support to people who have SMI
Who cannot join
- Vulnerable populations will not be recruited (ie prisoners, pregnant women, decisionally impaired).
Trial locations and contacts
1 site in 1 country. Contact the study team or a site near you to ask about taking part.
United States1 site
Connecticut Mental Health Center (CMHC) Program for Recovery and Community Health
New Haven, Connecticut, 06513
About this study
Official title: Financial Tools Access and Navigation (FinTAN) for Supported Financial Decision Making
The specific aims of this study are to: i) collaboratively create a Financial Tools Access and Navigation (FinTAN) guide to assist persons and care providers to identify the potential utility of relevant financial products, and guide them in their use; ii) pilot test the feasibility and impact of using the FinTAN guide and the associated financial tools and services among people with SMI and those who assist them with their money management; iii) prepare for a future full-scale clinical trial of the FinTAN guide and relevant financial tools and services. The goal for this research project is to create a guide that can assist in creating a Supported Financial Decision Making (SFDM) arrangements, whereby persons with SMI can access the support they need with their finances while maximizing autonomy and flexibility over time.
Read the detailed description
Financial hardship and mental illness intersect in ways that have devastating consequences for millions of American. Financial hardship among people with SMI arises partly from meager disability benefits and/or low wages but is exacerbated when people have difficulty managing money due to their illness. This project will test an intervention that will guide people through the use of financial tools and services that may allow people to more effectively manage their own finances, receive assistance from another person in a way that maximizes that autonomy of the owner of the funds, and that offer pathways towards greater autonomy over time, so improving mental health and quality of life.
The research for this pilot will engage with a Community Advisory Board (CAB) to inform the FinTAN guide intervention and data collection instruments in order to finalize the research design for this pilot and a future randomized trial.
Nov 2026: Secondary outcomes are still being finalized with the Community Advisory Board.
- Conditions
- Serious Mental Illness, Financial Hardship
- Being tested
- FinTAN guide
- Keywords
- Financial Health, Mental Health
- Medical subject headings
- Financial Stress, Psychological Well-Being
What participants receive
What participants receive. In a randomised study each person is assigned to one group by chance.
FinTAN guideBehavioural
FinTAN guide to assist participants and care providers to identify the potential utility of relevant financial products, and guide them in their use
| Study group | Role | What they receive |
|---|---|---|
| FinTAN for participants with SMI | Experimental | Participants in this arm will receive the FinTAN guide Receives: Behavioral: FinTAN guide |
What is being measured
The primary outcome is the main question the study is designed to answer.
Mean score Financial Self-Efficacy Scale
6 statements evaluating personal financial confidence and management. Score ranges from 6 to 24, where higher scores mean greater financial self-efficacy.
Measured: Day 1, Day 90 ±7, Day 180 ±7, Day 360 ±7, Day 540 ±7
Timeline
From the start of the study to its completion; the mark is today. Estimated dates are the sponsor’s plan.
- First posted6 Nov 2026
- Study startDec 2026 (estimated)
- Primary completionMay 2028 (estimated)
- Study completionMay 2028 (estimated)
Resources
- Official record on ClinicalTrials.govThe registry entry this page is built from, with its full change history.
- Other trials for Serious Mental IllnessStudies of the same condition, open and under way.
- More trials run by Yale UniversityThe sponsor's other registered studies.
- What the trial phases meanHow a treatment moves from first tests in people to approval.
More details
For doctors and researchers: how the study is designed, who runs it, and its registry IDs.
Study design
- Study type
- Interventional
- Phase
- Phase N/A
- Primary purpose
- Supportive care
- Allocation
- Not applicable
- Intervention model
- Single group
- Model description
- Study will recruit participants with SMI experiencing money management challenges and their caregivers (provide financial management assistance).
- Masking
- None (open label)
- Enrolment
- 60 participants (estimated)
Sponsor and investigators
- Lead sponsor
- Yale University
- Sponsor type
- University, hospital or other
- Collaborators
- National Institute of Mental Health (NIMH)
- Responsible party
- Sponsor
- Investigators
- Annie Harper, PhD, Principal investigator, Yale University
IDs, dates and publications
- ClinicalTrials.gov ID
- NCT07920874
- Sponsor's protocol ID
- 2000040875
- Other IDs
- 1R34MH140874-01
- Status last verified
- Oct 2026
- First submitted
- 30 Oct 2026
- Last updated
- 6 Nov 2026
- Results posted
- No
- FDA-regulated drug
- No
- FDA-regulated device
- No
- Individual data sharing
- No
Study at a glance
From the registry record, last updated by the sponsor on 6 Nov 2026. Recruitment status is as the sponsor reported it: confirm with the study team.
- Official title
- Financial Tools Access and Navigation (FinTAN) for Supported Financial Decision Making
- ClinicalTrials.gov ID
- NCT07920874
- Acronym / sponsor ID
- 2000040875
- Conditions
- Serious Mental Illness, Financial Hardship
- Keywords
- Financial Health, Mental Health
- Study type
- Interventional
- Recruitment status
- Not yet recruiting
- Enrolment
- 60 participants (estimated)
- Lead sponsor
- Yale UniversityUniversity, hospital or other
- Collaborators
- National Institute of Mental Health (NIMH)
- Study start
- Dec 2026 (estimated)
- Primary completion
- May 2028 (estimated)
- Study completion
- May 2028 (estimated)
- First posted
- 6 Nov 2026 (actual)
- Results
- Not posted in the source record
Clinical summary
The research question as the sponsor registered it. This describes what the study plans to test, not what it found.
The specific aims of this study are to: i) collaboratively create a Financial Tools Access and Navigation (FinTAN) guide to assist persons and care providers to identify the potential utility of relevant financial products, and guide them in their use; ii) pilot test the feasibility and impact of using the FinTAN guide and the associated financial tools and services among people with SMI and those who assist them with their money management; iii) prepare for a future full-scale clinical trial of the FinTAN guide and relevant financial tools and services. The goal for this research project is to create a guide that can assist in creating a Supported Financial Decision Making (SFDM) arrangements, whereby persons with SMI can access the support they need with their finances while maximizing autonomy and flexibility over time.
Detailed description
Financial hardship and mental illness intersect in ways that have devastating consequences for millions of American. Financial hardship among people with SMI arises partly from meager disability benefits and/or low wages but is exacerbated when people have difficulty managing money due to their illness. This project will test an intervention that will guide people through the use of financial tools and services that may allow people to more effectively manage their own finances, receive assistance from another person in a way that maximizes that autonomy of the owner of the funds, and that offer pathways towards greater autonomy over time, so improving mental health and quality of life.
The research for this pilot will engage with a Community Advisory Board (CAB) to inform the FinTAN guide intervention and data collection instruments in order to finalize the research design for this pilot and a future randomized trial.
Nov 2026: Secondary outcomes are still being finalized with the Community Advisory Board.
Study design
- Primary purpose
- Supportive care
- Allocation
- Not applicable
- Intervention model
- Single group
- Masking
- None (open label)
- Number of arms
- 1
- Model description
- Study will recruit participants with SMI experiencing money management challenges and their caregivers (provide financial management assistance).
| Arm | Type | Receives |
|---|---|---|
| FinTAN for participants with SMI | Experimental | Behavioral: FinTAN guideParticipants in this arm will receive the FinTAN guide |
Who may qualify
- Ages
- 18 years and older
- Sex
- All
- Healthy volunteers
- Not accepted
- Age groups
- Adult, Older adult
Key inclusion criteria (4 listed)
- 18 years of age or older who are using services at the Connecticut Mental Health Center
- Self-identify as having money management challenges
- Provide services at the community mental health center
- Provide financial management support to people who have SMI
Key exclusion criteria (1 listed)
- Vulnerable populations will not be recruited (ie prisoners, pregnant women, decisionally impaired).
Eligibility is decided by the study team after screening; this overview does not establish that a patient qualifies. Full inclusion and exclusion criteria.
Interventions
| Intervention | Type | Arms |
|---|---|---|
| FinTAN guideFinTAN guide to assist participants and care providers to identify the potential utility of relevant financial products, and guide them in their use | Behavioural | FinTAN for participants with SMI |
Primary outcome
Mean score Financial Self-Efficacy Scale
Time frame: Day 1, Day 90 ±7, Day 180 ±7, Day 360 ±7, Day 540 ±7
6 statements evaluating personal financial confidence and management. Score ranges from 6 to 24, where higher scores mean greater financial self-efficacy.
Results and safety
This study is still under way. Results are not available in the source record yet.
Research links
- Official record on ClinicalTrials.govLast updated by the sponsor 6 Nov 2026.
- Individual participant dataSharing planned: No
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Referral and contact
AzTrials does not enrol participants or take referrals. Contact the study team or a site listed below; they decide who can take part.
Annie Harper, PhD principal investigator
Yale University
1 site in 1 country: see every site and its status.
Questions about this trial
What is this clinical trial studying?
A study testing FinTAN guide in people with Serious Mental Illness and Financial Hardship, run by Yale University at 1 site in United States.
The full registered description is in the About this study section and the official record.
Who may be eligible to take part?
The sponsor lists 4 inclusion and 1 exclusion criteria. Eligibility is decided by the study team after screening, so read the full criteria and contact a listed site.
Is this clinical trial currently recruiting?
The record says: opening soon, as of the sponsor's last update on 6 Nov 2026. Status can change between updates, so confirm with the study contact before making plans.
Where is the study taking place?
The record lists 1 site in United States. Whether a site is taking part right now should be confirmed with that site. See every site.
What are the possible benefits and risks?
They depend on the study and the treatment, and no study can promise a benefit. The study team explains the known risks during informed consent, before anyone joins; the record itself does not list them.
Are results available for this study?
This study is still under way. Results are not available in the source record yet.
How can a doctor refer a patient or contact the research team?
Contact Annie Harper, PhD (203-764-8602, Annie.harper@yale.edu), or a site near the patient. AzTrials does not enrol participants or take referrals.
What does the primary outcome measure?
Mean score Financial Self-Efficacy Scale (time frame: Day 1, Day 90 ±7, Day 180 ±7, Day 360 ±7, Day 540 ±7). It is what the study was designed to measure, not a finding.
Where can I read the original study information?
Does a listing mean the treatment is approved or proven to work?
No. A listing means the study is registered. It does not show that the treatment is safe, works, or is approved by a regulator.
How often is this information updated?
AzTrials copies changed records from ClinicalTrials.gov every night and reloads the whole registry every week. The sponsor last updated this record on 6 Nov 2026.