Financial Empowerment Network Interest

Financial Empowerment Network Summary

The Financial Empowerment Network is a financial capability program that connects families and individuals to expert financial coaching. Clients receive one-on-one coaching through telephone or virtual meetings, completely available in English or Spanish. The Financial Empowerment Network also provides capacity building and training to staff members at Affiliate organizations. These trainings aim to increase the confidence and knowledge of frontline staff on financial capability topics and to facilitate the referral of clients to the financial coach.

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* 1. Please tell us a bit about yourself.

Full Name

Organization

City

State

ZIP

Role or Job Title

Email Address

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* 2. What aspects of the Financial Empowerment Network would you be interested in learning more about? (Select all that apply)

Client referrals to a financial coach

Capacity building for frontline staff

Type and frequency of technical assistance

Training topics and format for staff

Data collection platforms

Program goals and deliverables

Other (please specify)

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* 3. What areas of the Financial Empowerment Network would your organization be interested in participating in? (Select all that apply)

Subgrant partnership, including full suite of technical assistance, capacity building, and referrals to a financial coach

Our organization only needs access to expert financial coaches

Access to financial coaches and some level of technical assistance

Trainings for frontline staff to increase knowledge and confidence on financial capability

Other (please specify)

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* 4. What type of financial coaching would your clients benefit from? (select all that apply)

Student debt counseling

Rental and housing assistance

Tax preparation and filing

Financial coaching (including credit building, debt management, budgeting, savings, banking, and financial products)

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* 5. How many clients do you expect your organizations would refer to a financial coach in the next 12 months? (select one)

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