top of page
Analyzing Graphs

Financial Literacy

This program focuses on helping individuals improve their financial literacy, including personal finance basics, wealth building strategies, and free tax preparation. Low-income and at-risk individuals often face financial challenges such as limited income, high levels of debt, and limited access to financial services. Learning about personal finance, wealth building, and free tax preparation can help individuals make informed financial decisions, avoid financial pitfalls, and achieve greater financial stability.


Personal Finance 101:

This program is designed to teach individuals the basics of personal finance, including budgeting, saving, investing, and managing debt. Participants will learn how to create and stick to a budget, save for emergencies, invest for the future, and manage credit card and other debts. By gaining these skills, individuals can make informed financial decisions and avoid financial pitfalls that can lead to financial instability.

Wealth Building:

This program focuses on strategies for building wealth over the long term, including investing in stocks, bonds, and real estate. Participants will learn about the different types of investments available, how to assess risk, and how to develop an investment plan that aligns with their goals. By building wealth, individuals can increase their financial security and stability and contribute to the economic growth of their communities and pass on generational wealth to their families.

Wealth Development.jpg

Free Tax Preparation:

This direct service program provides free tax preparation services to low-income individuals and families. Many individuals are unaware of tax credits and deductions that they are eligible for, and this program can help them maximize their tax refund and avoid costly tax preparation fees. By receiving help with taxes, individuals can use the money saved to invest in their own financial well-being and that of their families. Please book a time below or contact us with additional questions.

bottom of page