The Impact

In 2025

18

Assets were acquired, including 9 homes

71

Healthy financial products were opened by our clients

36

Points was the average credit score increase

$466,220

Was saved by clients enrolled in our services

You can read more specific stories of growth, success, and change on our blog!

what our clients say

Financial Coach Ashlee Morgan coaching a client

How we measure success and impact

We believe success looks different for every client, which is why we measure progress in ways that reflect both financial growth and personal goals. Together with their coach, clients track milestones such as improving credit, reducing stressful debt, increasing savings, accessing healthier financial products, and reaching goals that matter most to them.

We also prioritize how clients feel about their financial lives. Through surveys, coaching conversations, and ongoing check-ins, we measure growth in confidence, financial knowledge, and money management skills. Our partnership with Civic Insight, a local research and data strategy firm, further strengthens our ability to understand long-term impact and ensure clients are building stronger financial health and greater stability over time.

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