Help Small Business Owners Strengthen Their Financial Future
National Financial Planning Month is an opportunity to remind small business owners that financial planning is about more than balancing the books.
Understanding cash flow, creating a budget, preparing financial projections, managing taxes and making informed funding decisions can help entrepreneurs make stronger decisions for the future.
This toolkit provides ready-to-use marketing content for your website, email, social media and local media outreach.
What's Included
- Campaign Graphics: Images that feature SCORE’s campaign messaging and visual branding, along with real SCORE mentors and clients, to bring the campaign to life.
- Website: Ready-to-use copy to highlight National Financial Planning Month, SCORE mentoring and a client success story.
- Social Media: Pre-written social media content available in SOCi that chapters can schedule and customize.
- Email: A standalone financial resources email, plus the existing BizSuccess Tips newsletter.
- Local Media: An Ask SCORE article that chapters can share with local media outlets.
- Recommended SCORE Resources: A curated selection of SCORE resources that can be used throughout the month.
- Campaign Planning: A suggested quick-start campaign for chapters with limited time.
Website
Consider adding a feature on your chapter's landing page highlighting that October is National Financial Planning Month, and use this opportunity to connect financial questions to the value of SCORE mentoring. Below are two examples for consideration.
To add a website blurb to your chapter's landing page, you can submit a website ticket to the Ecropolis Team through their ticketing system here: Ecropolis Ticketing System.
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Example 1:Headline: Plan Today. Prepare for Tomorrow.
Blurb: Financial planning can help you understand where your business stands today and prepare for what's ahead. Whether you're managing cash flow, reviewing your financial statements, planning for taxes or thinking about financing, SCORE mentors can help you work through your questions and plan your next steps.
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Example 2:Headline: See How SCORE Helped One Small Business Plan for Growth
Blurb: When Kat the Farmer LLC had questions about financing and cash flow, SCORE mentoring helped Kat use financial planning tools to evaluate her options and determine what level of borrowing would be comfortable for the business.
See how SCORE mentoring helped Kat plan for growth—and discover how a SCORE mentor can help you navigate your own business questions.
CTA: Read Kat's Story → |
Social Media
Social media can help amplify your National Financial Planning Month messaging, reach new audiences and keep the campaign visible throughout October.
An updated library of content is available in SOCi for your use. The library includes organic social media posts and supporting assets that Social Media Chairs can schedule throughout the month.
Organic Posts on Social Media
Instructions on accessing the library are below, but feel free to customize the copy and add a local touch.
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View the SOCi Knowledge Base guide here OR follow these instructions:
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There are two email opportunities chapters can use in celebration of National Financial Planning Month.
1. Standalone email
The standalone email gives subscribers a collection of practical SCORE resources they can use to strengthen their business finances.
The email covers topics including:
- Financial statements
- Cash-flow management
- Financial management
- Emergency funds
- Tax planning
2. BizSuccess Tips
Chapters can also leverage the existing BizSuccess Tips newsletter featuring the Finance & Accounting Hub as an additional touchpoint during National Financial Planning Month.
The newsletter already includes useful SCORE content and an existing feature on the Finance & Accounting Hub.
You can find these emails in through the following steps:
- Log in to your chapter's Constant Contact account.
- Navigate to the Campaigns tab on the left horizontal menu.
- Locate the Drafts folder
- Find the CHAPTFER DRAFT-Financial-Planning-Month-Campaign template or the BizSuccess_October 2026 email template. (If you cannot find them, email [email protected])
- Make a COPY of the email and update the title to include your chapter name.
- Review the content and update any chapter-specific information.
- Follow your normal chapter/regional process for submitting the email for scheduling.
Media
You can use the provided Ask SCORE Article "Understanding Your Small Business's Financial Big Picture" to reach local audiences during National Financial Planning Month.
This is a particularly useful opportunity for chapters that have relationships with local newspapers, community publications, chambers or other business-focused organizations.
Potential outlets include:
- Local newspapers
- Community publications
- Business journals
- Chamber of Commerce newsletters
- Local business websites
- Community newsletters
- Radio programs
- Podcasts
- Local business organizations
Suggested Pitch Angle
National Financial Planning Month: Helping Small Businesses Prepare for What's Ahead
Position the article as useful, timely advice for local entrepreneurs who want to better understand and manage their business finances.
Ways to Localize the Opportunity
Where appropriate, volunteers can add:
- The chapter's name
- A local SCORE mentor quote
- Information about local mentoring
- An upcoming financial workshop
- A local small business example
- A link to the chapter's mentoring page
Media Asset: Access the article
Recommended SCORE Resources
These resources can be used independently across chapter websites, emails, social media and newsletters.
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12 Small Business Tax-Saving Strategies: Maximize Your Savings
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The 10 Most Common Tax Deductions Small Businesses Might Miss
Quick-Start Campaign
For chapters with limited time or resources, use these three pieces:
1. Website
Feature the Kat the Farmer success story.
2. Email
Send the standalone financial resources email or BizSuccess Tips.
3. Social Media
Publish three posts:
- Post 1: Kat the Farmer success story
- Post 2: Financial Resource
- Post 3: SCORE Mentor highlight
This gives the chapter a simple campaign that moves audiences from: Real Story → Practical Resources → SCORE Mentoring
Questions?
Email [email protected]
