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Who We Are 

We educate people on financial literacy

We are a 501(c)(3) organization determined to transform lives by providing inspiration and education in the area of financial literacy. Our workshops and services are unique in that we take the time necessary to get to know our clients and understand their goals.

We accomplish this by:  
  • Providing financial-based curriculum programs, tools, and resources to enhance one's financial literacy and knowledge
  • Creating a welcoming and supportive atmosphere for clients
  • Engaging in resource and fund development activities to sustain and grow our facilities, programs, and services
  • Partnering with organizations and schools to bridge the gap between our community and financial education 
     
At Exceeds Expectations, Inc. we believe that it doesn’t matter where you start as long as you reach your destination and we want to be the vehicle to transport others to the financial promised land!

Our Vision 

To build stronger communities through long-term financial empowerment. 

Our Mission

We guide individuals, families, and communities, to achieve well-being through personalized financial training and instruction. 

What Makes Us Different from Other Financial Institutions?

We're Certified Mental Health First Aiders offering a holistic approach to finances. We go beyond skills, addressing the psychology behind your money decisions – personality, goals, emotions – to help you build a healthy relationship with money. We can also connect you with mental health services like therapy or counseling.

Want to learn more? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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