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Catered Financials Community First Project

Building stronger communities through financial education.

Catered Financials Community First Project is a community supported initiative to bring financial literacy and support to those who need it most. Too often, individuals, families, and small business owners lack the access and resources to gain practical financial skills. This gap creates cycles of debt, stress, and missed opportunities that ripple beyond households and into the broader community. Here in Essex and Clinton County, NY we see it first hand. In Clinton County, nearly 1 in 7 residents live in poverty (a rate higher than the national average) and in Essex County, more than 1 in 10 residents face the same struggle. Nearly half of all students are classified as economically disadvantaged. These numbers aren’t just statistics. They represent friends and families in our community who are working hard but still falling behind.

 

The good news is these outcomes are not inevitable. When people are given the right tools and guidance, they gain the understanding and confidence to take control of their money and build lasting stability. Even a modest budget, when managed well, can support meaningful goals. My mission is to share that understanding with everyone and reduce the anxiety and scarcity that so often come along with financial struggle.

 

By sponsoring this initiative, you’re helping bring financial education, resources, and support directly to those who need it most. Whether you’re an individual supporter or a business partner, every contribution helps overcome the barrier of financial insecurity. Together, we can reduce the cycle of poverty and create pathways toward stability, confidence, and long-term prosperity right here in the North Country.
 

Community First Sponsorship Levels

When you sponsor Community First, you’re not just supporting a business—

you’re helping build a future where financial confidence and security are within everyone’s reach.

Through sponsorships, you’ll help fund:

  • Community workshops and classes that equip youth and families with money skills for life.

  • Scholarships and resources that remove barriers to financial learning.

  • Business growth initiatives that allow us to expand programs, reach more people, and sustain long term impact.

💛 Supporter: $25–$100

  • Helps cover the cost of workshop supplies or digital learning tools.

  • Each $55 sponsorship covers a free 2 hour workshop/class for one individual

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🌿 Friend of the Project: $150–$500

  • Provides access for multiple individuals or families to attend financial literacy workshops either at no cost or a discounted price.

  • Every $110 covers the cost of 1 hourly session for an individual, couple, or family

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🌱 Community Sponsor: $550+

  • Fully funds a private financial workshop for up to15 people

  • Or covers the full cost of at least five 1:1 hourly sessions

  • Name or business listed on our website

  • Shout-out on our media outlets

  • Thank-you email with a story of the impact your contribution made

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📈 Growth Sponsor: $2,550+

  • Covers the full expense for an individual or couple to take part in the Catered Financials Strategy Program.

  • Or funds multiple free specialized workshops and community classes

  • Name or business listed on our website

  • Recognition on our website and media outlets

  • Thank-you email with a story of the impact your contribution made

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🌟 Legacy Sponsor: $10,000+

  • Supports long-term initiatives like scholarships, school partnerships, and ongoing programming. These may include:

    • Multiple free workshops/classes for up to 30 people per class

    • Over 40 one-on-one free hourly sessions

    • Partial or full expense for up to 3 individuals, couples, or families to take part in the Catered Financials Strategy Program

    • Fund 2-3 independent, local business owners to take part in the Catered Financials Strategy Program

  • Prominent recognition on our website.

  • Logo featured on digital and print materials for major programs.

  • Dedicated social media announcement & ongoing recognition throughout the year.

  • Thank-you email with a story of the impact your contribution made

  • Opportunity to co-brand a specific program or scholarship.

DISCLAIMER: The services provided are strictly for education purposes only. They are supportive in nature and are not intended to be relied upon as investment, research, forecasting, legal, or tax advice of any kind; nor are they a substitute for professional financial advice from a licensed financial planner, advisor, accountant, attorney, or any other professional. Catered Financials LLC does not provide legal, accounting, financial or investment advisory services. The education and information provided is not a solicitation to adopt any strategy or to buy or sell any securities. All decisions on financial actions are the client's responsibility. Catered Financials LLC shall not be liable for any outcome resulting from decisions made based on the coaching services provided. Please read the full disclaimer here

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