At Pathway Financial Education, 2021 was a year of incredible milestones and firsts. As we reflect on our inaugural year, we are proud to share the impact of our work in our very first Annual Report.
Our Journey Begins
Founded in August 2020 by Creative Planning and the Mallouk Family Foundation, Pathway was created to bridge the gap in financial education for under-resourced communities. By April 2021, we opened the doors to our state-of-the-art facility in the historic 18th & Vine District, launching a mission to equip individuals and small business owners with financial knowledge and skills for long-term success.
Programs That Make a Difference
Our 2021 programs focused on three key cohorts:
✔ Small Business Owners – Addressing challenges like cash flow management, tax planning, and access to capital.
✔ Adults – Preparing participants for financial independence through courses on budgeting, credit, and investing.
✔ Youth (Grades 9-12) – Introducing financial literacy to high school students through interactive lessons on saving, spending, and planning for the future.
With the support of expert instructors, guest speakers, and financial coaches, our small business program alone reached 191 participants in just eight weeks.
Expanding Our Impact
We owe our success to the generous sponsors and partners who believed in our vision, including BlackRock, JE Dunn, the Royals Charities, and The Opus Group. Their support enabled us to create a hybrid learning experience, blending in-person and online education to maximize accessibility.
A Look Ahead
As we move into 2022, we are committed to expanding our reach by:
➡ Enhancing digital learning tools and launching a Learning Management System
➡ Growing our volunteer network and strategic partnerships
➡ Increasing brand awareness to ensure financial education reaches even more individuals
Our first year proved that financial literacy changes lives, and we are just getting started. Thank you to our sponsors, partners, volunteers, and participants for being part of this journey.
