The EDGE Difference
Most programs address only business finances. EDGE treats personal and business as one connected system — because for small business owners, they are.
Join a cohort of business owners to get ongoing, relationship-based support from expert consultants. Over 8 months, you'll receive customized small group coaching, optional 1:1s, and peer networking sessions, all to help you implement better financial habits and strategies to grow your business.
Plus, there's a $10,000 Prize Fund!
Complete all four modules to qualify. Top participants receive cash awards of $250 - $1,000, recognizing high engagement, growth, and financial health improvements.
The EDGE Impact
$22M+
Total Small Business Revenues supported by EDGE
98%
of Participants who said they "feel more financially prepared" after completing EDGE coaching
200+
Business Owners in EDGE across NYC and Westchester County
5
September 2026 - October 2026
Finalist Impact Story & Awards
Participants who successfully complete 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. Exceptional engagement will be rewarded to those finalists from a $10,000 prize fund.
4
August 2026 - September 2026
Module 4: Plan
Protect what you’ve built and plan ahead.
You’ll put in place the insurance, legal structures, and forward-looking financial plan that keep your business and family secure.
3
June 2026 - July 2026
Module 3: Borrow
Make informed, confident decisions about financing.
You’ll improve credit literacy, distinguish legitimate business capital from predatory lending, and build the credit profile that unlocks affordable financing when you need it.
2
April 2026 - May 2026
Module 2: Save
Build and optimize savings and reserves. This session will cover why and how to:
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Separate savings from spending
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Build a personal emergency fund
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Build business cash reserves
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Set aside money for taxes (quarterly deadlines, how much to reserve)
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Grow revenue to create margin for saving
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Save for retirement (IRA, SEP-IRA, and Solo 401(k) options for self-employed owners)
If you've already completed your Spend coaching, we invite you to click the link below to book your next Small Group Coaching session focused on the Save module.
For current participants only. You will be prompted to complete your Module 1 Milestone checklist prior to signing up for Module 2 coaching.
1
February 2026 - April 2026
Module 1: Spend
Build clarity around cash flow and spending decisions - the foundation that makes everything else in EDGE possible.
You’ll separate business and personal finances, see where money actually goes, and build habits that make cash flow more predictable. Upcoming Spend webinars, which will also share important program details for newcomers, are on:
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April 9, 12:00 - 1:00 PM EST
Apply first to receive registration details.
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Recognized for Transparency & Empowerment
We’re proud to align with leading organizations that champion transparency, accountability, and sustainable small business growth.
Free Coaching | Supported by the Citi Foundation
Financial Health Coaching Program
This pilot program provides hands-on support at no-cost to help small business owners in New York City and Westchester County get an edge on their finances. Built around the Financial Health Network's FinHealth Score® framework — Spend, Save, Borrow, Plan — the program helps entrepreneurs build stronger financial habits on both the business and personal side, improve their long-term stability, and grow their businesses with confidence.
