Tell us about your people.

About 15 minutes. Skip anything you are not sure of. Ashlee reads every intake herself and replies with a written scope within five business days.

First name *

Last name

Email *

Phone (optional)

1 · Who you are

Your school, church or organization.

School, church or organization name *

Your role

What kind of organization are you? Choose any.

Who do you serve?

Roughly how many learners would take part?

Your mission in one sentence

2 · What you are seeing

The honest picture, before any plan.

What money gap do you see most in your students, members or families?

What financial education do you offer now, if any?

Who is most underserved right now?

What have you tried that did not work, and why?

What should we plan around?

3 · What success looks like

Twelve months from now, what has changed for your people?

What would a first small win look like?

What does your board, leadership or funder need to see?

4 · The right fit

What would help most? Choose any.

Which track fits your community?

5 · Common ground

What drew you to Financially Growing?

Accessibility needs of your learners

How are decisions like this made, and who signs off?

Budget range for this year

When would you like to begin?

6 · Goals

Your 90-day goal

Your 12-month goal

One number or story that would show this worked

How ready are you today, from 1 to 10?