We empower people to take control of their finances.
We are a diverse, highly skilled, like-minded team that came together under a common goal; intervene and fundamentally break the vicious cycle of precarity and financial exclusion which is prevalent at the base of the pyramid where Latinos and African Americans are over-represented. We are all focused on making financial education simple and reachable for the common folk. We are sensitive to the importance that culture plays in building long-term wealth.
We recognize that every person is at a different moment in their financial journey, their needs are unique, yet age cohorts follow certain saving and spending patterns. We help our clients understand where they are in their journey and provide each individual with a sequence of learning outcomes and financial milestones that makes sense for them.
Provide financial education to 10,000 adults of Hispanic origin by 2022 by partnering with at least 50 employers and faith-based institutions.
This format has more impact when collaborating with employers and faith-based institutions serving their communities. Our financial content serves as the foundation of the program. We provide the knowledge, and the church provides the encouragement to use it. We inspire the person, and the employer provides the group motivation and strength in numbers.
Recognizing it will take alignment of all our organizations to scale impact globally, we invite you to join the movement as a Steward of Inclusive Capitalism. Together, the collective action of Council members will contribute to a fairer, more inclusive and sustainable future for all people and our planet.