NON PROFIT FINANCIAL PLANNING RESOURCES

Purposeful Finance is a 501(c)(3) nonprofit organization dedicated to providing free and low-cost financial planning resources to the public. Our mission is expanding financial literacy not profit.

Increase Engagement

Make your credit union the first place members think of to get initial advice on finances. When your members have financial questions, many companies offer advice including pay day lenders and check cashers. Consistent and relevant financial advice encourages members to get help from a source who cares about them - their credit union.  

Educate Members

Provide members with unbiased, relevant, and actionable advice on their personal finances. Credit unions have long been the vanguard of providing foundational financial education in their communities. Your credit union can go beyond financial education and offer actionable financial advice to your members through a trusted third-party.

Lower Lending Risk

Improving members' financial lives reduces both financial stress and the chance of default. It might seem obvious, but when members are financially secure, they are more likely to pay their loans on time and as agreed. Providing members with unbiased financial advice is as good for your credit union's balance sheet as it is for your members'.

Deepen Relationships

Strengthening your relationship with members also raises average products per member. A stronger relationship makes members more likely to consider their credit union as an option for their next financial product. And when credit unions have an opportunity to compete, they win.

Pay what you want

Credit Unions can receive a license to use articles free of charge and then choose to support Purposeful Finance based on the value you receive. You may choose to donate to support our financial literacy efforts or continue to use articles free of charge.