Our Services

Tools and support to organize your finances and give confidently.

Plan

Create clear financial plans that align with your values and goals.

A person thoughtfully reviewing financial documents at a cozy desk.
A person thoughtfully reviewing financial documents at a cozy desk.
Secure

Build stability with smart tools for budgeting, taxes, and investments.

Protect your future with simple estate planning and beneficiary checklists.

Give
Hands joining together in a circle symbolizing community and support.
Hands joining together in a circle symbolizing community and support.
A peaceful protest with diverse people holding signs for democracy.
A peaceful protest with diverse people holding signs for democracy.

Our Story

Helping you organize your finances to support democracy and progressive change.

A warm, inviting photo of a diverse group of people collaborating around a table with financial documents and laptops.
A warm, inviting photo of a diverse group of people collaborating around a table with financial documents and laptops.
An illustration showing hands joining together, symbolizing community support and shared values.
An illustration showing hands joining together, symbolizing community support and shared values.

Our Projects

Tools designed to organize your finances and giving.

A warm, inviting workspace with a laptop displaying financial charts and notes.
A warm, inviting workspace with a laptop displaying financial charts and notes.
Giving Planner

Map out your charitable and political donations easily.

Close-up of hands filling out a simple estate planning checklist.
Close-up of hands filling out a simple estate planning checklist.
Estate Generator

Create simple wills and beneficiary lists with confidence.

A clean dashboard showing tax estimates and projections on a tablet.
A clean dashboard showing tax estimates and projections on a tablet.
A person reviewing investment and net worth data on a laptop screen.
A person reviewing investment and net worth data on a laptop screen.
Tax Estimator

Estimate your taxes to plan smarter financial moves.

Net Worth

Track your investments and overall financial health.

Impactful Wealth helped me find calm and clarity with my finances for the first time.

Lisa M.

Warm photo of a smiling professional woman sitting in a cozy home office with soft natural light.
Warm photo of a smiling professional woman sitting in a cozy home office with soft natural light.
Friendly group of diverse people discussing financial plans around a well-lit table, symbolizing community and support.
Friendly group of diverse people discussing financial plans around a well-lit table, symbolizing community and support.

★★★★★

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