Do you know anyone that has a growing family and could use our assistance?
Or maybe you know a friend or a co-worker that’s on the road to success and could use some guidance or expertise.
If so, please enter their information on the form on this page and we’ll be happy to reach out.
In addition to their name and email and/or phone, please let us know a little bit about how you know this person and especially if we can use your name when we get in touch with them.
If you had a flat tire at 2am, who would you call? How many of your friends are close enough that if you went over to their house, they wouldn't mind if you just grabbed a drink from their refrigerator?
If you owned your own business and wanted to pay someone $50,000 a year to manage it, who would you hire?
The most common referral we get is an accountant. Most accountants don't teach these concepts, and having us get in touch with them puts us all on the same page. How about your lawyer? Who is your HR manager at work? Who do you eat lunch with at work? Who is the most enthusiastic person you know? Ambitious? Motivated? Competitive? Hard working? Most people start with their closest friends and family. For example, cousins, in-laws, neighbours, parents of kids friends, doctor, dentist, pastor, police, firefighter, EMS, coach, teacher, social worker, farmer, or someone in the military (active, reserve, or retired).
The more information you can tell us about your referral, the better. We strive to connect with a relationship above all else. For example, are they married? Spouse's name? children? Approximate age range? Occupation? Homeowners or renting? How long have they lived in the area? How long have you known them? Have you seen them in the past six months? Alternative contact numbers? Perhaps they've helped you in the past and you'd like to return the favour.
Please refer people of integrity and responsibility who are ready to change their lives financially and professionally.
Thank you for helping us reach our goal of touching 1,000 families with financial literacy in 2024.
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