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

Your tax deductible donation helps us expand financial literacy and provide low-cost financial services to populations which have not traditionally been served well by the financial services industry. Donations help us achieve the initiatives listed below and our mission of improving the financial stability of the public.

Purposeful Finance is an approved 501(c)3 non-profit organization with the IRS.
Tax ID:
82-4392585 | 2018 IRS Tax Filing | Current Annual Report
Your donations may be tax deductible, consult with your tax adviser.
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Current Initiatives

Your tax deductible donation helps us provide the following initiatives:

Financial Literacy Seminars

To help expand financial literacy, Purposeful Finance offers low-cost financial literacy seminars for small businesses, schools, religious organizations, non-profits, and other organizations.

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 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. The Challenge is designed to help people transition from financial education to financial action.

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

Financial Education & Advocacy Articles

Purposeful Finance writes articles to provide education on personal finance topics without hidden sales agendas. Advocacy articles are designed to help consumers advocate for themselves with the financial services industry and to encourage a fiduciary standard for all financial advice. 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