Following is a summary of questions to consider before starting a financial mentoring program:

1. Who will provide financial mentoring services?
2. Who is the target audience?
3. Will the program be voluntary or required for clients (or a mix)?
4. What methods of outreach will be used?
5. Will financial mentoring be a separate service or integrated it into existing service delivery?
6. When will services be offered? How will the program flow?
7. Will all services be provided one-on-one or can some parts be provided in groups?
8. What financial literacy services are already offered in the local community? Should clients be referred to these services?
9. What kinds of follow-up options will be offered? How long will follow-up services be provided?
10. How will the program be funded?

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