Pathway Plus Foundation
Inaugural Annual Report
Projected Impact for 2025-2026
Letter from the Founder
Dear Supporters, Partners, and Community,
As the founder of Pathway Plus Foundation, I am excited to share our inaugural vision and projected impact. While we are just beginning our journey, our commitment to financial empowerment for veterans, immigrants, and underserved communities remains unwavering.
Our foundation was born from a deep understanding that financial knowledge is the key to breaking cycles of economic hardship. Through comprehensive financial education, personalized counseling, and community outreach, we aim to create meaningful change, one individual at a time.
This report outlines our strategic plan, projected outcomes, and the transformative potential of our work.
Sincerely, David Kim Founder & Board Chair
Our Mission
Pathway Plus Foundation empowers individuals from all backgrounds to achieve financial security through education, personalized guidance, and community support. We are committed to creating pathways to financial independence for those who have been traditionally underserved by mainstream financial systems.
Projected Program Impacts
Financial Literacy Workshops
Target: 5,000 individuals served Program Components:
- 8-week Financial Foundations Series
- Specialized workshops for:
- Veterans
- Immigrant Communities
- Economically Disadvantaged Individuals
Anticipated Outcomes:
- 45% average improvement in financial knowledge
- 70% of participants establish emergency savings
- 65% of participants improve credit scores
One-on-One Financial Counseling
Target: 1,500 individual counseling sessions Services Include:
- Comprehensive financial assessments
- Personalized action plan development
- Ongoing implementation support
- Crisis intervention counseling
Projected Results:
- Average debt reduction of $4,200 per participant
- 80% of participants develop sustainable budgeting systems
- 90% report increased financial confidence
Community Reach
Geographic Focus
- Metropolitan Nashville and Davidson County
- Surrounding counties:
- Rutherford
- Williamson
- Sumner
- Wilson
Target Communities
- Veterans: 32,000+ in service area
- Immigrant Populations: 120,000+ in service area
- Economically Disadvantaged: 285,000+ residents
Financial Projections
Funding Sources
- CDFI Fund Grant: $500,000
- Individual Donations: $150,000
- Corporate Sponsorships: $100,000
Projected Expense Allocation
- Program Services: 82%
- Fundraising: 8%
- Management & General: 10%
Strategic Partnerships
Collaborative efforts with:
- Tennessee Veterans Alliance
- Nashville New Americans Coalition
- Community Action Agency of Greater Nashville
- United Way of Greater Nashville
- Tennessee State University Extension Services
- Local Public Library Systems
Board of Directors
David Kim – Founder & Board Chair
- Marine Corps Veteran
- Certified Financial Planner
- Technology Leadership Expert
Lacey Caplinger – Board Treasurer
- Project Management Professional
- Financial Systems Expert
- Community Financial Education Advocate
Casey Robinson – Board Secretary
- Technology Executive
- Veterans Advocacy Specialist
- Investment Management Professional
Looking Ahead: 2026 Goals
- Expand program reach to additional Tennessee counties
- Develop digital financial education resources
- Increase individual counseling capacity
- Establish peer mentorship program
- Explore potential expansion to Oklahoma
Join Our Mission
- Donate to support financial education
- Volunteer your skills
- Spread awareness about financial empowerment
Donate Now | Volunteer | Programs
Contact Information
Pathway Plus Foundation 9474 Chesapeake Dr Brentwood, TN 37027 (615) 696-9155 [email protected]
This is a forward-looking report based on our strategic planning and anticipated outcomes.