Thanks to your great support, last month we were able to impact dozens of lives that would not otherwise have had the chance to receive information and guidance in crucial financial matters.


We graduated several young people from our Foundational Financial Planning Summer Scholarship program, and we are set to kick off our fall program on September 28th.

Student Scholarship Info & Sign Up Link ([link removed])

We continued our outreach and collaboration with local schools. It was our privilege to be a guest at Mt. Carmel High School in Poway, and to have the opportunity to talk about financial literacy and planning with juniors and seniors getting ready to take on the world!

In August we also kicked off another New Parent’s Foundational Financial Planning workshop, this time in partnership with Vista Pathway Health Clinic. These parents are investing the time to learn about what it will take to be financial heads of their growing households.

All of this is made possible by your tax deductible donations, and for any consideration we are very grateful. If you would like to help in other ways please connect with us at [email protected]
Donate Here ([link removed])
If you, or someone you know, needs financial planning assistance but may not be in a position to pay for it - please invite them to our website, we are here to help!

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401 N Coast Hwy Ste. 107, Oceanside, CA 92054 (760) 231-1045