Financial Planning Services For Recent Graduates & Low-Income Families
Financial coaching is offered to groups most in need of assistance through our partnership with Purposeful Strategic Partners. The services are designed to help individuals and families:
Deal with debt
Build a working budget
Save for their future
And escape the cycle of poverty
Subsidies are offered to lower the cost of financial advising for recent graduates and those with low income. Subsidies are provided based on financial need or on how recently the person graduated from an accredited college program. You may apply for a subsidy below. You may still receive financial coaching services even if you do not qualify for a subsidy. Purposeful SP also offers comprehensive financial planning and investment advising services.
Help us Help more people
Apply for a Financial Coaching Subsidy
Take the first step by applying for low-cost financial coaching.
Once your application is reviewed, we’ll schedule a Discovery Call to discuss your goals, answer any questions you have, and verify if you qualify for a subsidy.
Purposeful SP is legally required to put client interests above their own.
You pay directly for advice and the adviser cannot accept money from anyone else for the advice given.
No selling products
No referral fees
No other kickbacks