MW Application
Welcome to the MoneyWise Program where we give you a Jumpstart on Wealth Building! Please complete this application so we can assess your needs. If selected to participate in our academy, we will contact you soon and help you design a plan for financial success.

ACADEMY ELIGIBILITY
-City of Sacramento, CA resident
-Business Owner or Aspiring Business owner
-16 + Years of Age (16-24 does not need to be a business owner)

ACADEMY DETAILS
-Receive 1 on 1 workshop follow-up consultation to establish personal goals
-You will be required to complete a brief needs assessment
-Workshops are typically offered 6pm PST with some variation
-Multiple classes are offered each month

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Email *
Date *
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DD
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YYYY
First Name
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Last Name
 *
Email
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Full Address (house number, street, city, state)
Zip Code
 *
Phone Number
 *
Age
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What Gender do you most closely identify with?
 *
What Ethnicity do you most closely identify with?
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Do you consider yourself a person with a disability?
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What is your highest level of School completed?
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What is your Credit Score?
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Do you currently have any of the following?
 *
Yes
No
Not sure
Bank Account
Life Insurance policy
Stock Market account
Own your own Home
Personal household Budget Tracking System
Retirement Account
Job/Career (Are you employed?)
Business Owners *
Yes
No
Not sure
Do you own a business, OR, are you an aspiring business owner? (if NO, select NO and SKIP to the next section)
Do you reside in the City of Sacramento?
Is your business located in the City of Sacramento?
Do you do business in the City of Sacramento?
If Yes, what is the name of your business?
Are you currently operating the business?
Do you have any employees?
If Yes, how many?
Do you own 100% of the business? If not, what how much do you own?
What is the name of your business? (write 'none' if you do not own a business)
 *
How did you hear about this program?
 *
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