Our financial coaching program, Project Money, is starting up again!

Please make sure you’re telling all of your clients about the great opportunity to meet with a financial coach to help them achieve their financial goals. Question #5 on our CEI survey asks our tax clients if we’ve told them about any other CEP services, and we’re only at 4.4 for that question - we can do better than that! Here’s a recent testimonial we received from a former Project Money member to give you some inspiration.

Things Are Going Well! Thank you, Lorena. Because of you [and my coach] my credit score is in the 700s now and businesses are sending me all kinda proposal but you showed how to read the fine print and pay attention to APRs... So I'm happy to say thank you again

Clients can learn more about the program and apply at

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