Subsidized Financial Planning Services For Recent Graduates & Low-Income Families
Fiduciary financial advice is difficult to find for those who don’t have significant assets to invest. ‘Financial planning’ for these groups generally is a sales pitch for high-cost financial products. Purposeful Finance partners with fiduciary advisers who don’t sell financial products on commission.
Coaching helps with:
Building a working budget
Saving for your future
Buying a Home
Advancing Your Career
Avoiding predatory and questionable financial products
& escaping the cycle of poverty
Subsidies are offered to lower the cost of financial advising for recent graduates and those with low income. Recipients are chosen based on financial need or on how recently the person graduated from an accredited college program. Looking for comprehensive financial advising? Check out our Guide to Selecting a Financial Adviser.
Apply for a Financial Coaching Subsidy
Once your application is reviewed, we’ll schedule a call to discuss your goals, answer any questions you have, and gather data to verify if you qualify for a subsidy.
Coaches are Registered Investment Advisers and are legally required to put client interests above their own.
The adviser can only accept fees from clients and cannot accept money from anyone else for the advice given. This includes referral fees from third-parties or commissions for selling life insurance, mutual funds, or other financial products.
No selling products
No referral fees
No other kickbacks