Referral Partner SlideShare

WELCOME

REFERRAL PARTNERS

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.

REFERRING YOUR:

ClientsFriends

ColleaguesFamily

MORE THAN WHEELS:

Nonprofit

Founded 2001

2,400+ Car Loans

5,000+ impacted

MA, ME, NH, & VT

95% OF CLIENTS PAY OFF THEIR CAR LOAN &

INCREASE THEIR CREDIT SCORE

PROGRAMS & SERVICES

CAR PURCHASING

PROGRAM

Need a car now or within next 6 months

90% OF NEW ENGLANDERS MUST HAVE A

CAR TO OBTAIN AND KEEP A GOOD JOB

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

THE MORE THAN WHEELS DIFFERENCE

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

FINANCIAL FITNESS

COURSE

6-week online interactive course

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

FINANCIAL WELLNESS

CHECK-UP

For those who aren’t sure where to start

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

FREE TRANSPORTATION &

MONEY MANAGEMENT BLOG

Includes free resources and tools

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

OUR BLOG IS EASY TO SHARE

FAQ’S & PARTNER

RESOURCES

MoreThanWheels.org/Partners-0