Referral Partner SlideShare
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Transcript of Referral Partner SlideShare
KRISTI WHITE
Director of Operations
More Than Wheels
These days it is hard to consistently
communicate with the large number of
great agencies, employers, and
government organizations that we work
with. I welcome the opportunity to
update you on More Than Wheels and
thank you for referring people to this
amazing program. I look forward to your
comments, suggestions, and ideas.
HOW IT WORKS:
CAR PURCHASING PROGRAM
2) Enroll ( ) Financial Education Course
Develop personalized plan with financial coach
Repair credit
3) Choose a car
4) Loan approval
5) Alumni support
1) Apply online: app.morethanwheels.info
Click Here for Qualifications
CAR PURCHASING
PROGRAM BENEFITS:
Save up to $15,000
Easily accessible (computer or smartphone)
No down payment
Reliable & affordable car
Low interest rate (3-5%)
Credit Improvement
Financial knowledge & freedom for
a lifetime
CAR PURCHASING
PROGRAM FEES:
$25/month while in the program
$895 service fee financed into car loan
Fees cover 30% of total cost of our services:o Financial Education Courseo Personalized Credit Repair Plano Monthly 1-1 coachingo Car Selection Serviceso Submission of auto loan for low interest rateo 50%+ discount on extended warrantyo Ongoing advocacy and support
Remaining costs are supported by Individual
Donors, Foundations, and Corporate Sponsors
3RD
PARTY
EVALUATIONS SHOW:
Stress
Credit score
Career advancement
Money management skills
Savings
Ability to pay on time
Access to healthcare
Mental health & self-confidence
FINANCIAL WELLNESS
SERVICES
Financial Education Course
Financial Wellness Check-Up
Free Money Management Blog
HOW IT WORKS:
FINANCIAL FITNESS COURSE
Online: Saturday mornings or weeknight evenings
Session 1 – Dreams, Goals, Needs/Wants
Session 2 – Stretching Your Money & Saving More
Session 3 – Banking & Planning for the Future
Session 4 – All About Credit
Session 5 – Spending & Savings Plan
Session 6 – Car Maintenance & Other Insurances
Comprehensive Spending & Savings Plan
Certificate of Completion
HOW IT WORKS:
FINANCIAL WELLNESS CHECK-UP
1-on-1 Consultation with Certified Financial Coach
Customized financial wellbeing improvement plan
o How “healthy” is your monthly spending plan
o “Examine” what it would take to upgrade your car and get a loan
o Take your credit “temperature”
o Get a personalized credit building or rebuilding plan
BLOG RESOURCES:
Money-In, Money-Out Tool
Universal Credit Report Dispute Document
Setting Up a Payment Plan with Creditors
Settlement Advice Document
Reputable Garages
Car Insurance Companies
More Transportation Resources
Blog.MoreThanWheels.Info
FAQ’S & PARTNER
RESOURCES
MoreThanWheels.org/Partners-0