◆ CRA · Nonprofit · City & County Grants

Community Financial Wellness Programs

Strengthening families and communities with practical financial education, consumer protection awareness, and the skills to build lasting household financial health.

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Program Overview

Who This Program Serves

  • Families seeking to improve household financial health
  • Adults preparing for homeownership
  • Seniors at risk of financial fraud and scams
  • Community members in underserved neighborhoods
  • Nonprofit organizations serving low-to-moderate income communities

About This Program

Financial wellness at the community level requires more than individual education — it requires programs that meet families where they are, address real-world financial challenges, and build lasting protective financial knowledge. Medley Innovation's Community Financial Wellness programs are designed for delivery through nonprofits, community centers, churches, libraries, and local government partners.

Available via Zoom — all 50 states
In-person — Southern Nevada
Workshop, bootcamp & ongoing formats
Partner & agency delivery available

Curriculum

Key Topics Covered

Each module is practical, outcomes-focused, and delivered by experienced educators. Programs are customizable to meet the specific needs of your organization or participants.

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Family Financial Literacy

Household budgeting, money conversations as a family, and building shared financial goals.

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Housing & Rent Budgeting

Managing housing costs, understanding leases, and building toward housing stability.

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Homeownership Readiness

Credit preparation, down payment planning, understanding mortgages, and the home buying process.

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Predatory Lending Awareness

Identifying payday loans, rent-to-own traps, title loans, and other predatory financial products.

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Fraud & Scam Prevention

Recognizing and avoiding common financial scams targeting individuals and families.

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Scam Awareness for Seniors

Protecting older adults from financial exploitation, phone scams, Medicare fraud, and elder financial abuse.

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Consumer Financial Protection

Understanding consumer rights, disputing charges, and navigating financial disputes.

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Financial Goal Setting

Building a personal financial plan, setting short and long-term goals, and tracking progress.

Funding Alignment

Grant & Funding Sources

This program is specifically structured to qualify for the following federal, state, and private funding sources.

CRA Bank Partnerships

Banks and credit unions fund community financial wellness programs to meet CRA requirements.

City & County Partnerships

Local government funding for community education programs serving LMI neighborhoods.

Nonprofit & Foundation Grants

Private and community foundation funding for family and community financial education.

HUD Financial Counseling

HUD-aligned funding for homeownership readiness and housing financial education.

Community Services Block Grant

CSBG funding for economic self-sufficiency programs at the community level.

All Programs

Explore Our Other Programs

Medley Innovation offers 7 workforce-aligned financial empowerment programs available nationwide.

Request a Free Consultation

Talk to us about delivering this program for your organization, agency, or community.

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