This Week's Challenge

 

A Financial Literacy non-profit

Personal Finance is the "what" and "how," Purpose is the "why." Investing for retirement, saving for a home, and funding your kid's college are more than personal finance decisions; each is grounded in a Purpose beyond money. Purposeful Finance is a 501(c)(3) non-profit organization dedicated to increasing financial literacy and improving financial stability of the public.



Financial Planning shouldn't just be for the wealthy. Purposeful Finance offers low-cost financial coaching designed for low-income families and recent graduates. 

Get fiduciary and fee-only financial advice without the conflicts of interest inherent in commissioned financial product sales.

Apply For a Coaching Subsidy →

Set your constituents on the path to financial stability. Purposeful Finance offers low-cost financial literacy seminars for schools, religious organizations, non-profits, and small businesses.

Programs are purely educational and no sales pitches are allowed before, during, or after the seminars. 

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