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Nonprofit Overview

Causes: Education, Educational Services, Financial Counseling, Human Services, Philanthropy, Voluntarism Promotion

Mission: To live a debt-free and stress-free live. Simple and creative techniques are explored in workshops, retreats and webinars that are specifically designed for military personnel and ther families.

Programs: Workshops and seminars

Community Stories

12 Stories from Volunteers, Donors & Supporters

General Member of the Public

Rating: 5

SpendSmart.org is an organization that I fully support because their financial wellness workshops serve kids, young adults, families, and seniors.

Review from Guidestar

General Member of the Public

Rating: 5

Learning about the ways to help the At-Risk community that I serve was great. I'm now better able to improve my situation as well, especially in learning that I'm a Giver, one of the 7 MoneTude Types that I learned about. The guys at SpendSmart, Inc. know what they're talking about and I really appreciate learning simple lessons of success.

Review from Guidestar

General Member of the Public

Rating: 5

I was impressed with the SpendSmart workshop that Jeff and Greg did on Tuesday. My wife and daughter enjoyed learning about their MoneTude and money personality types.

Review from Guidestar

Client Served

Rating: 5

I've had serious financial issues since going bankrupt and having my house foreclosed on like so many others. The Founders shared their personal stories of financial grief. Strangely enough, that made me feel better, especially knowing that there is hope for me and my family. I recommend this company and their approach.

Review from Guidestar

Volunteer

Rating: 5

I've had the pleasure of volunteering and helping some of the SpendSmart.org workshop events. I like seeing the way people come into the workshop expecting it to be the typical financial literacy workshop. Participants then realize that what they experience is lifechanging.

Review from Guidestar

General Member of the Public

Rating: 5

The webinar that I attended with the SpendSmart.org Team was fantastic. I was able to learn the importance of having good credit and paying off my consumer debt.

Review from Guidestar

Client Served

Rating: 5

SpendSmart, Inc. gave me hope when I thought that I would never be financially free again. I very much appreciate what they do and how I could live debt free if I do what I was taught to do.

Donor

Rating: 5

Support this Servant Leadership & Financial Literacy and Wellness Educational Nonprofit, as I am doing. The work is exceptional and life-changing to the children and families that are in financial trouble.

Review from Guidestar

Donor

Rating: 5

I first heard about SpendSmart, Inc. when it was nothing more than a dream, a hope, and a concept. Since that time, I have followed the progress of the Founders, Jeff Morris and Gregory A. Spencer. I have found that their intentional actions have resulted in hundreds and hundreds of people's lives being changed for the better. Not only financially, but most importantly, relationally. I am an avid donor and supporter of their efforts to eliminate the financial achievement gap.

Review from Guidestar

Professional with expertise in this field

Rating: 5

I have been a licensed financial professional and expert in the financial services industry for over 22 years. One of my clients told me about SpendSmart, Inc. and I was curious because the things I heard were not the typical financial literacy jargon that I taught or had ever heard before. I attended SpendSmart's flagship workshop, "Money, Science, Emotions, & U." I was more interested in debating than learning what they had to say. To my surprise, I agreed with everything I heard and realized that their approach was truly unique and as they say, "transformational." I came away a convert and now better understand "why" we do the things we do with money vs. "how" to do the tasks, that I've always trained people to do, like creating a budget, etc. I believe that the people that started SpendSmart, Inc. have hit on things that others need to support and I recommend their workshops and materials to anyone that is trying to better themselves and their families.

Review from Guidestar