Organizations Filed Purposes:
TO FACILITATE THE EXPLORATION AND IMPLEMENTATION OF A VALUES-BASED, LIFE- CENTERED APPROACH TO FINANCIAL PLANNING. WE BELIEVE THAT THIS HOLISTIC PROCESS ENGAGES INDIVIDUALS AND EMPOWERS THEM TO MAXIMIZE THEIR RESOURCES AND LIVE MEANINGFUL AND PURPOSEFUL LIVES. TO THIS END, WE CONDUCT INNOVATIVE RESEARCH, PROVIDE THE HIGHEST QUALITY TOOLS AND TRAINING, AND NURTURE A COMMUNITY OF LIKE-MINDED PROFESSIONALS WHO TRULY WANT TO AFFECT POSITIVE CHANGE IN THE LIVES OF THOSE THEY SERVE.
FINANCIAL EDUCATION, COUNSELING, AND LIFE PLANNING TRAINING PROVIDED TO FINANCIAL EDUCATORS, PLANNERS AND COUNSELORS WHO PROVIDE THEIR SERVICES TO THE PUBLIC AT LARGE - 250 PROFESSIONALS SERVED. OUR PROGRAMS ALSO INCLUDE THE LICENSING OF EDUCATIONAL MATERIALS AND WORKSHOPS AS WELL AS A WEB-BASED CASH MANAGEMENT PLANNING TOOL FOR FINANCIAL PROFESSIONALS, EDUCATORS AND COUNSELORS WHICH ARE DESIGNED TO HELP THEM BETTER SERVE THEIR CLIENTS AND THE GENERAL PUBLIC.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Amy Mullen | VICE PRES. & | 40 | $71,506 |
| Carol Anderson | PRESIDENT | 40 | $43,769 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202002829349301605_public.xml