Joyful planning

Mission:

Joyful Planning Inc. brings together advisors, donors and families so that families know that they do not stand alone and that their financial goals are important and achievable.

Our mission is to provide valuable financial planning services and bonus funds to low-income families who want to plan for their long-term financial goals. 

Donations to Joyful Planning Inc. will be used to partner with participating families in order to supplement the family’s own, proven contributions to their savings account, and to assist them in meeting the initial minimums required to open a retirement investment account at a no-load mutual fund company.

Planning services include implementing a dedicated savings account, and transitioning to a long-term investment solution such as a retirement or 529 account which can be used to reach the family goals for retirement, educating children, or buying a first home. 

Joyful Planning intends to guide those who are underserved in order to empower them to achieve their life-changing financial goals.

Show Links:

• Joyful planning Website