Financial Health Coaching Program

This 12-month pilot is designed to strengthen the personal and business financial health of small business owners in New York City and Westchester County. Built around the FinHealth Score® framework — Spend, Save, Borrow, Plan — the program helps entrepreneurs build stronger financial habits, improve long-term stability, and grow their businesses with confidence.

What You’ll Experience

You’ll join a small, supportive cohort of up to four business owners and connect with consultants on your schedule to get educational resources curated for your business. You'll walk away with a personalized game plan and strategic tools you need to help grow your business on your terms and unique financial reality. To join the program, click 'Register' below, fill out the application and survey, and sign up for the first Zoom session!

Program Timeline

Receive customized, relationship-based support tailored to improve your personal and business financial health through small group coaching, 1-on-1 mentorship (optional), and peer networking. Sessions are available on a first-come, first-serve basis.

1 Kickoff Workshop

Intro to TAP & FinHealth® pillar framework for 300+ small business owners.

2 Module 1: Spend

Small group coaching tailored to your personal finance level with cohorts of 4 small business owners and one consultant. Afterwards, small business owners are eligible to attend 1-1 customized coaching and peer groups.

3 Module 2: Save

Participants will continue on to more small group coaching. Afterwards, small business owners are eligible to attend 1-1 customized coaching and peer groups.

4 Module 3: Borrow

More small group coaching. Afterwards, small business owners are eligible to attend 1-1 customized coaching and peer groups.

5 Module 4: Plan

Small group coaching. Afterwards, small business owners are eligible to attend 1-1 customized coaching and peer groups.

5 Finalist Impact Story & Awards

Participants who successfully comoplete all 4 coaching modules will qualify for finalist considerations. Finalists will deliver impact stories on their business and improvements on personal and business financial resilience for a chance to win $250. The top 5 will be awarded $1,000.

Recognized for Excellence

TAP’s work has been widely recognized by leading media outlets and industry experts. Our ongoing commitment to empowering small businesses has earned us numerous accolades and partnerships.

See Our Awards & Media Features