Financial Wellness That Meets People Where They Are
An initiative designed to empower individuals in marginalized communities to achieve economic independence — financial wellness that meets people where they are. We help adults stabilize finances, build skills, and grow income through workshops, 1:1 coaching, and warm referrals.
Services are delivered on-site, mobile, and virtually. This is an education and navigation program — not legal, tax, or financial advice. Services vary by site and funding availability.
What You’ll Learn
Each training session is 1–3 hours. Participants can attend individual sessions or complete the full series.
Financial Literacy & Budgeting
Understanding income and expenses, creating a realistic budget, building an emergency fund, and setting financial goals.
Debt Strategies & Credit Building
Understanding credit scores, disputing errors, reducing debt strategically, and building a positive credit history.
Business Development & Entrepreneurship
Starting and growing a small business — business plans, licensing, marketing basics, and accessing capital.
Technical Assistance for Small Businesses
One-on-one support for existing business owners — operations, record-keeping, online presence, and growth strategy.
Support Services
Peer-to-Peer Support
Community cohort for accountability and encouragement throughout the program.
One-on-One Coaching
Personalized guidance toward your specific financial goals and challenges.
Resource Access & Networking
Warm referrals to credit unions, NCWorks, workforce boards, and community colleges.
Flexible Delivery
Sessions available on-site, mobile, and virtually to fit your schedule and location.
Who This Program Serves
This program is designed for adults in marginalized communities who want to stabilize their finances, build skills, and create new income opportunities. No prior financial knowledge needed.
- Adults seeking financial stability
- Aspiring entrepreneurs and small business owners
- Individuals recovering from financial setbacks
- Community members working toward homeownership
- Anyone in Wake County, NC or Rockland County, NY
Start Building Your Financial Future
Sign up as a participant, partner to sponsor a cohort, or contact us to bring this program to your community.