Education — Sharing What We Know
We’re big believers in the power of education. Since 2010, we’ve been volunteering at Central Oregon Community College, teaching a personal retirement analysis class and helping hundreds of households plan for the future. It’s one of our favorite ways to give back! Check out our events page if you’d like to join us for a session.
Community Programs — Paying it Forward
Invested in Our Community
Born during the COVID-19 lockdown, this program lets our clients nominate someone in need. We then surprise them with a thoughtful gift from a local small business - just a small way to spread kindness and support our community!
Invested in Our Graduates
We know how tough it can be for young people to plan for their future, especially financially. Whether they’re heading to college or straight into the workforce, we help the young people in our clients’ lives get started on the right foot.
Supporting Local Organizations
We’re also proud to support a variety of local organizations that make our community stronger. Here are just a few we’ve partnered with recently.
Want to learn more or get involved? We’d love to hear from you!