Our Mission is Your Financial Success
Nonprofit-specific financial planning services
You've dedicated yourself to making a difference in the world through your work at a non-profit, embodying passion and empathy in every project you undertake. Your role demands resilience, creativity, and a deep commitment to improving communities. Just as you tailor programs to meet the diverse needs of those you serve, managing your finances requires a personalized approach.
As a trusted partner in your mission, we understand the unique challenges and opportunities that come with working in the non-profit sector. Our team is here to collaborate with you, leveraging our financial expertise to navigate the financial landscape while aligning with your career objectives and personal goals.
Thinking about expanding your organization's reach? Considering a career transition within the nonprofit world? Let's explore your aspirations together and craft a financial strategy tailored to your vision for the future.
Don't face financial decisions alone. Schedule a consultation with one of our financial advisors today and take the first step toward strengthening your organization's financial sustainability and achieving peace of mind in your career journey.
Kathleen Boyd is a financial planner who holds the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), Certified in Blockchain & Digital Assets (CBDA), and Certified Student Loan Professional (CSLP®) designations. Kathleen has worked in the financial services industry for over 10 years, having started her career in private wealth managing investment portfolios for institutional clients and working in boutique advisory firms providing comprehensive financial planning services for individuals. She is a proud first-generation college graduate and understands first-hand what it feels like to be saddled with education debt, having financed her own college education with student loans.
Kathleen lives in Southern California and loves to spend her free time enjoying everything the city has to offer, from the beautiful sandy beaches to weekend festivals and the occasional California burrito. Kathleen is also a faculty member in the Graduate Department of Family Financial Planning at Oklahoma State University.
Angie spent over a decade in education as a high school teacher and career advisor for undergraduate and graduate students. In addition, she spent a year teaching English in the Palestinian Territories and has worked closely with non-profits and service organizations all of her adult life.
Angie fell in love with personal finance while her family paid off $280,000+ of debt from graduate school. Her husband, a pediatrician, had gone to medical school on a partial scholarship. However, even with a modest amount of loans, by the time he finished residency, the loan balance had ballooned to a quarter of a million dollars. This, plus Angie’s graduate school debt, made them feel like they could not think about any other life goals — financial or otherwise — until the loans were paid.
In the process of figuring out how to pay the debt, Angie discovered the FIRE (Financial Independence Retire Early) movement, where she binged on financial podcasts and blogs and developed a financial strategy to pay off their debt. She felt empowered by what she learned and became passionate about equipping others with the same knowledge. She decided to change careers and become a fiduciary financial planner to help Gen X, Millennial and Gen Z clients with the unprecedented financial issues affecting these generations, like student loans.
Angie enjoys spending time with her husband and their five children in the Monterey Bay area of California, where they live. She swims with her local Masters swim team several times per week, just completed her first marathon, and is actively involved in her church. She also enjoys travel, backpacking, reading and giving back to the community.
Testimonials
Karen
Non-profit employee“Feeling organized about finances with a real plan instead of just winging it; getting a professional opinion on ideas, validation; best of all though is tax strategy that mere mortals would never be able to manage without tax accounting knowledge!”
Amy
Non-profit employee“Jared helped us make an important timely decision about retirement contributions for 2023. Overall integration of financial planning with student loan planning has been critical.”
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.
