Smart Money, Stronger Communities

We don’t just balance books. We build better futures.
Through our Smart Money Gives Back initiative, we support causes that align with our values: mental health, epilepsy awareness, and military family support.

Why it matters?

We know what it’s like to juggle life, business, and systems that aren’t always built for you. That’s why a portion of SMP’s revenue supports nonprofits helping people build stability, find support, and move forward with dignity. Giving back isn’t just an afterthought — it’s part of our operating system.

How the Giveback Works?

  • 2% of quarterly profits are donated to rotating nonprofit partners
  • $25 donated for every new client signed
  • One pro bono consulting session per quarter is offered to a nonprofit or under-resourced small business

Know an organization that could use our support?
Email us at giveback@smpfinance.com to nominate a cause.

Quarterly Cause Spotlights

Quarter Focus Area Sample Cause Type
Q1 Epilepsy Awareness Medical support, advocacy groups
Q2 Military Family Support Caregiver orgs, veteran transition
Q3 Mental Health for Founders Entrepreneur-focused wellness
Q4 Financial Literacy Youth and women’s empowerment

Each quarter, our impact is shared in a wrap-up email and on our socials.

“Financial clarity is powerful — and we believe it should ripple outward.”

If you’re a current client, thank you — you’re part of this impact.
And if you’re just getting to know us? Let’s build something that gives back.