inspiration to prosper... - Faith Finance Center
Agency Partners

Faith Finance Center is works with agency partners and organizations affiliated with the
Washington Asset Building Coalition.  We have developed an Agency to Agency referral process
to better assist you and your clients in the area of financial coaching.  
 
We provide free financial coaching to low income clients who are interested in learning how to get better at money management, improving credit scores, reducing debt and/or building long-term savings.  The client must be currently enrolled in your agency program and provide verification of income at or below 50% of the HUD Area median income limits adjusted for family size. 
See HUD FY 2011 Income Limits.

Please complete the following form to begin the referral process. One of our financial coaches will contact the client and will confirm with your agency once there is an established appointment time.  We will try to accomodate all financial coaching meeting requests through a face-to-face meeting whenever possible, otherwise a telephone appointment will be scheduled.  All clients eligible for the free financial coaching program will be required to complete a Client Inventory Form. Please send the completed form via email to info@faithfinancecenter.org or fax to 425.988.1535.
 
Agency Referral Submission
Name of Referring Agency
Agency Contact, Phone Number and Email
Client Name(s)
Provide Client Preferred Method of Contact Information
Client's #1 Financial Priority
Money Management
Credit Score Improvement
Debt Reduction
Short and/or Long-Term Savings
Major Purchase (home, car, etc.)
Financial Goal Setting
Action Planning and Accountability
Other Topics of Interest for Client (check all that apply)
Money Management
Credit Score Improvement
Debt Reduction
Short and/or Long-Term Savings
Major Purchase (home, car, etc.)
Financial Goal Setting
Action Planning and Accountability
Specify Appointment Availability Preferences