Our Mission

Our Mission

"Our mission is to empower individuals and families to achieve financial stability and security through tailored financial planning services. As a nonprofit organization, we are committed to providing education, guidance, and resources that help underserved communities navigate their financial journeys, build lasting wealth, and make informed decisions. By promoting financial literacy and fostering long-term financial health, we strive to create a more equitable and sustainable future for everyone."

two people looking at a document
teamwork concept with hands

Vision Statement

Vision Statement

"Our vision is to create a world where every individual, regardless of their background or financial situation, has the knowledge, tools, resources, and confidence to achieve financial independence and security. We envision a future where financial literacy is widespread, empowering communities to make informed decisions, build wealth, and break the cycle of poverty. Through our efforts, we aspire to contribute to a more inclusive and prosperous society, where financial well-being is within reach for all."

happy multicultural family

The Community We Serve

The Community We Serve

RhodeWay Financial provides services to Rhode Island residents who are:

  • Low- to moderate-income individuals and families (as defined by HUD guidelines below)
  • Active duty or veteran members of the military
  • Currently or previously incarcerated individuals

RhodeWay’s Objectives

RhodeWay’s Objectives
  1. Provide Free Financial Planning and Coaching: Offer personalized, one-on-one financial planning services to individuals and families facing financial challenges, ensuring they receive expert guidance without the burden of high fees.
  2. Expand Financial Literacy Programs: Increase access to financial education by offering workshops, webinars, and resources for underserved communities, aiming to improve financial literacy rates across all demographics.
  3. Increase Client Financial Confidence: Help clients improve their financial confidence by guiding them through the decision-making process, teaching them how to manage money, set achievable financial goals, and navigate life transitions like buying a home or retiring.
  4. Develop Partnerships with Local Organizations: Collaborate with local nonprofit community groups, schools, and other nonprofits to broaden outreach efforts and build a network of support for those in need of financial planning assistance.
  5. Promote Long-Term Financial Wellness: Help clients develop sustainable financial habits that lead to long-term financial stability, such as budgeting, saving, debt management, and investing.
  6. Create a Strong Volunteer Network: Build a team of trained financial planning volunteers to assist with outreach and counseling, ensuring a broad range of expertise and support for clients.
handshake