Technical Assistance

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Our Native CDFI organization welcomes all Native American peoples in our region that are interested furthering their financial goals and skills. Technical Assistance to us at CDFI are tools. The tools we provide are: 

• Financial Success Coaches to have trusted conversations

• Financial Education to build skill-sets

• Financial Products to successfully build assets (i.e. Loans, Individual Development Accounts, or other)

 

Using a confidential and welcoming approach, our team of Success Coaches provide a secure place to meet clients at the level they are at. 

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Our clients have access to some of the best Success Coaches who truly understand community and have experience working within Native communities. We focus on business and personal financial health by working on individual and organizational development and setting goals to grow your business and create jobs and economic prosperity within Indian Country.

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We know every client is unique and at different stages of their journey. Over the years, our Coaches have discovered that some people thrive with one-on-one sessions, while others prefer interactive group settings like classrooms and workshops. Whatever your style, we're here to support you!

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Training and Education

We provide technical assistance, one-on-one counseling, a computer resource center with business software including access to the Internet for research, QuickBooks, Word, Excel and other commonly used programs, and workshops on specific areas of interest such as record keeping and bookkeeping, marketing, inventory management, product pricing, creating agreements with other vendors for value-added products, insurance and legal, hiring employees/contractors, etc. We also offer a locally controlled, community-responsive resource for credit and other financial services to support asset-based development in Native communities.

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"Tools" - Some of the key areas we focus on with our clients are:

• Job creation/retention

• Building assets through smart investing

• Looking at changing old spending habits and addressing its realities

• Opening the doors and looking at potential business opportunities

• Loans – Micro, Small Business and Credit Builder

• One-On-One Business Counseling

• Skills Development and Training

• Specific business topics and start-up “Indianpreneurship” workshops

• Computer Resource Center and Library

• Individual Development Accounts for savings

• Credit Builder Loans / Small Dollar Loans

• Referrals and support with other asset building resources and/or entities

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