RhodeWay Financial

RhodeWay Financial was founded in 2022 as a grant funded nonprofit organization dedicated to providing pro bono financial planning and financial literacy opportunities to underserved populations in Rhode Island. Our clients include Rhode Island residents who are either: 1. Low to moderate income individuals and families (less than $60,000 of annual income), and 2. Current and former members of the U.S. military (without income limitation) Financial Planning: We meet with clients that fit within one, or both, of these populations to get a full picture of their current financial situation and their financial goals. We analyze the information provided and focus on identifying and discussing various aspects of a potential plan. Once a course of action that provides clients with the best opportunity to achieve their goals is identified, the plan is implemented. In this process, we may leverage our network of like-minded industry professionals to provide the client with any necessary services needed to deliver a comprehensive plan. Financial Literacy: We are available to meet with large or small groups to discuss a variety of topics. We work with the organization sponsoring the event to determine the subject matter and time allotted for material presentation and questions.