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Please complete the following form.


Name of Person making the Referral

Email of person making the Referral

Organization Affiliation

If you marked "Other" in the previous field, please share your Organization Affiliation:


Client's Preferred Pronouns

Client's Preferred language

If you marked "Other" in the previous field, please share the client's preferred language:

Please select the services the client is interested in receiving:
Credit-building & Coaching
Financial Coaching (e.g., financial goals and planning)
Public Benefits Enrollment (e.g. Food Stamps/SNAP, TANF)
Health Care Access (e.g. Medicaid, Obamacare/, Jackson Card, etc)
Small Business Technical Assistance (e.g., counseling, assistance applying for loans, filing business taxes and annual reports, reviewing commercial leases and insurance policies, etc.)

Does the Client need assistance with any services not listed above? (Housing, transportation, technology access, etc.)

Is the Client a Baptist Health System patient?

Please share any additional details that will assist us in processing this intake (best time to contact client, special accomodations, etc).

Thank you for being Catalyst Miami's referral partner! We will begin processing this intake as soon as possible. The client should expect to receive a phone call from our Intake Staff within 3 business days. If the client hasn't heard back from us within a week, please send an email to [email protected], or call us (or text us) at (786) 744-5079.

*If the client is also interested in assistance with tax preparation, please click here to request an appointment.