Purposeful Finance is a non-profit organization dedicated to increasing financial literacy and improving the financial stability of the public.

Purposeful Finance is an approved 501(c)3 non-profit organization with the IRS.
Your donations may be tax deductible, consult with your tax adviser.
For your security, payments are proceed through PayPal

Current Initiatives

Your tax deductible donation helps us provide the following initiatives:


Financial Literacy Seminars

Purposeful Finance offers low-cost financial literacy seminars for schools, religious organizations, non-profits, and small businesses. Educational programs are presented to provide unbiased information and help improve the financial lives of attendees. No sales pitches are allowed before, during, or after the seminars. 

If you are interested in providing financial literacy seminars or workshops at your organization, please contact us. A custom curriculum can also be created to meet the specific needs of your organization, employees, or constituents.

Potential Seminar Topics:

  • Funding Your Child's College Education

  • Taking Control of Your Retirement

  • Personal Finance for Newly Engaged & Newlyweds

  • Budgeting and Managing Debt

  • Entrepreneurship & Career Planning


Purposeful Finance Challenge

The Purposeful Finance Challenge is a free financial planning challenge designed to help individuals build their own comprehensive financial plan and move toward financial independence. 

Each week participants get an e-mail with a new task designed to move them one step closer to achieving their financial goals. Each task is designed to be accomplished in about 15 minutes. 


Financial Education & Advocacy Articles

Articles are written to provide education on personal finance topics and help consumers advocate for themselves with the financial services industry. For example: after the massive Equifax data breach, Purposeful Finance published step by step directions on how to opt out of the Equifax arbitration clause