“Learning about financial decision-making is one of the most empowering things you can do now for a successful financial future.”

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Financial Literacy Program

At The Pledging Tree Foundation, we believe that empowering families/individuals to better understand and take control of their finances is an essential first step toward building a secure and rewarding future. We help families become financially independent by increasing their knowledge of and comfort with financial matters – especially underserved groups such as minorities and youth. Our efforts focus on encouraging better savings and investing habits early, with a special emphasis on key life changes, which can have a devastating impact on a family’s financial. In the process, we help build stronger communities.

We hold Financial Workshops in series so that individuals can build upon their learning over a period of time. The workshops are open to the public. These workshops are conducted by a team of Certified Financial Planners (CFP) and Personal Coaches. Each workshop is held for two-hour session with one hour focused on the financial topic and the other half on the personal development.

Click here to review the current workshop offering.

WorkShops

To help ensure that the program has a meaningful, long-lasting impact on the savings habits of enrolled families, families are required to attendquarterly one-on-one financial counseling sessions with a certified financial planner (CFP) to help and guide them throughout the entire 12-month period.

Financial education workshops are also held quarterly and are open to members of the community, along with enrolled families.