Financial Coaching

Many immigrants and refugees face a complicated U.S. financial system without access to reliable advice. Project Prosper provides free, one-on-one financial coaching to help your clients plan, budget, build credit, and make informed decisions—with the help of trained volunteers who meet them where they are.

Connect your clients with trusted, personalized financial guidance—at no cost to them or your organization.

Why Financial Coaching Matters

Immigrants and refugees often face the U.S. financial system alone. Project Prosper provides free, one-on-one coaching to help them budget, build credit, and make confident decisions.

How It Works

  1. Clients are matched with a trained volunteer coach
  2. Sessions are held monthly or as needed
  3. Topics are chosen by the client
  4. No session limit—coaching continues as long as needed
  5. Virtual or in-person meetings (based on availability)

Clients do not need to be part of the Loan Program or FLP to get matched with a coach.

Is Coaching Right for Your Clients?

This service is ideal for clients who:

  • Need more personalized support
  • Want help setting specific goals
  • Are new to the U.S. or just starting out financially
  • Prefer 1-on-1 guidance instead of group classes

Coaching in Action (2024–2025)

  • 44 clients served with free coaching
  • Common topics:
    • Budgeting
    • Credit basics
    • Buying a car
    • Financial planning
  • Many clients also participated in the Loan Program or FLP

Simple Referral Process

1. Email us at loans@projectprosper.org

2. Share basic info (name, phone/email, language preference)

3. We match the client with a coach and handle follow-up

OR

Share this form with your client(s)!

Let’s Support Your Clients Together

Email: loans@projectprosper.org

Calls: (727) 354-7564

Text/WhatsApp: (727) 900‑5142

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