Financial Wellness Course

Join the Community Loan Fund as we launch our first ever “Financial Wellness Program”, aimed at addressing credit and bookkeeping barriers that prevent entrepreneurs from accessing capital for their business ventures. With funding for the program coming from Empire State Development (ESD), the Community Loan Fund wishes to invite current clients that are currently operating a small business or plan to launch their business within the next year to apply.

Rolling enrollment for the program will be available until February 2025. The Financial Wellness Program will provide:

Up to six (6) months of credit counseling to assist entrepreneurs with addressing credit issues.

Up to three (3) hours of QuickBooks online training.

Three (3) required financial education workshops focusing on budgeting, money strategies, and business finance.

One-on-One business mentoring to assist with their business development goals.

To participate in the program, applicants must have a written business plan, business financial statements (if applicable) and complete an initial business goals assessment. A $50 participation fee is required to enroll. Participation in the credit counseling sessions after the initial credit assessment appointment is subject to an additional $20 fee per session. Any fees incurred will be refundable following the successful completion of the Financial Wellness Program.

If you would like to participate in this program, but do not have a written business plan, our training staff can assist you. Please book a one-on-one mentoring appointing for assistance by clicking HERE.