Free Intro Session
One hour. A small group. A clearer picture of fit.
The intro session is free. We learn about your context, share what we’d do, and leave you with at least one useful next step, even if we never end up working together.
We Cover
- Your community, who you serve, what they need
- Your current financial support, what’s in place today
- Gaps and opportunities, where structure could help
1 hour
Length
Group
Format
Free
Cost
Common Questions
What you might be wondering before you sign up.
Is the intro session really free?
Yes. No fee. No commitment. If we’re not the right fit, we’ll tell you on the call and try to point you somewhere better.
Who should attend from our side?
Whoever leads the program decision. Often that’s a director, program manager, or board member. One or two people is fine.
Do you work with individuals?
We Financial Impact works through organizations. If you’re an individual looking for one-on-one planning, our Focus or Therapists practices may be a fit.
We’re a small org, are we too small?
Probably not. Many of the organizations we work with operate with limited budgets. Pricing flexes from discounted to pro bono.
What happens after the intro session?
If there’s a fit, we design a tailored program for your organization. If not, we’ll be honest about that on the call.
How much time will we need to commit?
Minimal. We adapt to your team’s capacity, both in setup and ongoing delivery.