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5 years of empowering families

In 2009, the United Way Center for Financial Stability opened its doors to help hardworking Miami-Dade residents find their way through one of the most uncertain economic times in our history. From the start, United Way has partnered with Branches to house and operate the Center, and together collaborated with numerous agencies to offer comprehensive financial services and support, including personalized financial coaching, free tax preparation, employment assistance, credit counseling and debt management, benefits enrollment and services to help with home ownership and building assets, among others. To date, more than 12,500 people have received services to help them pave a path to financial independence.

We are proud of our accomplishments over these first five years and excited about our continued growth and expansion.


October 2014

As the Center celebrates five years of empowering families, United Way opens its second Center for Financial Stability at the Trish and Dan Bell Family Branches Center in Florida City.

March 2014

Federal Reserve Bank of Atlanta issues a case study on the benefits of financial coaching and the comprehensive approach of the Center.

January 2014

For the first time, Branches officially coordinated the IRS Volunteer Income Tax Assistance (VITA) program in Miami-Dade through the Center’s operators; by leading VITA and promoting the Earned Income Tax Credit (EITC), we helped Miami-Dade taxpayers receive tax refunds totaling more than $11 million and EITCs of almost $4 million.


April 2013

The Center establishes a partnership with the United Way Center for Excellence in Early Education to offer financial education and guidance to early education professionals enrolled in the Early Childhood Program Administrator’s Institute (ECPAI).


December 2012

The Consumer Financial Protection Bureau chose the Center for Financial Stability/Branches as one of two sites in the nation to undergo a study with the Urban Institute regarding the effectiveness of financial coaching.

November 2012

Wells Fargo and United Way of Miami-Dade launched a Financial Capability Network program at Miami-Dade County, offering workplace financial coaching and education. To date, more than 1,400 county employees have been helped by the Center.

July 2012

The Center was chosen as one of eight programs to be part of a national partnership between Wells Fargo and United Way Worldwide to create a Financial Capability Network comprised of eight United Ways.

January 2012

The Center becomes a South Florida Workforce ACCESS POINT, a vital resource for job seekers, where they can find assistance in searching for a job, while staff helps with searching for online job postings and resume writing.


July 2011

One of the Center’s primary funders, The Siemer Family Foundation, established the Siemer Institute for Family Stability to help United Ways across the nation share best practices in the financial stability arena and collectively impact positive change.

January 2011

United Way launches first satellite office in Liberty City with JPMorgan Chase funding to expand services to this neighborhood, where more than half the population lives below the federal poverty level.


November 2010

United Way partners with Central New Mexico Community College, a pioneer in creating curriculum of best practices in financial coaching, to offer financial coach training to United Way Broward, and other partner organizations in Miami-Dade and Broward.


October 2009

United Way of Miami-Dade opens its Center for Financial Stability to help empower working individuals and families. With more than 40 years of experience providing long-term, holistic financial stability services, Branches was chosen to house and operate the Center; Bank of America is the founding partner.