A Financial Purpose non-profit
Purposeful Finance is a 501(c)(3) nonprofit devoted to helping people place purpose at the center of their financial life. Helping you understand money as a tool to help you live your great life - not life as a tool to help you gather money:
Financial Planning shouldn't just be for the wealthy. Purposeful Finance offers subsidies for low-cost financial coaching designed for low-income families and recent graduates.
→ Apply For a Coaching Subsidy
Get fiduciary and fee-only financial advice without the conflicts of interest inherent in commissioned financial product sales.
Set your people on the path to financial stability. Purposeful Finance offers low-cost financial literacy seminars for schools, religious organizations, non-profits, and small businesses.
Programs are purely educational and no sales pitches are allowed before, during, or after the seminars.
The IRS has announced the 2022 income tax tables and other adjustments for inflation. Plan ahead to lower your 2022 income taxes and lower lifetime taxes through multi-decade tax planning impacting Roth conversion strategies, the sale of major assets, passing down family businesses, or dealing with Required Minimum Distributions.