FP1 - Financial Health Snapshot

Service Description

Duration: 6 weeks Price: $5,500 Tier: Small church (under 250 attendance) For: Senior pastors and finance committee chairs who want a professional second opinion without committing to a multi-month engagement What you get - An honest read on where your church is financially healthy and where it's exposed - Five specific actions ranked by impact, with owners and deadlines - Clarity for your board and finance committee on the next 12 months - Confidence to know what to fix and what to leave alone Included deliverables - Written Financial Health Assessment — 8 to 10 pages, board-ready - Quantified scoring across 5 financial domains - Top 3 strengths and top 3 risks named plainly - 5 prioritized recommendations with owner, timeline, expected outcome - One-page executive dashboard PDF - 60-minute board / leadership debrief presentation - 30-day post-engagement check-in call Typical next step Annual refresh ($4,000) — re-run the assessment 12 months later to track progress. Or upgrade to FP-2 if growth or complexity warrants a multi-year plan.