Our Core Values


We recognize the historic inequities of the past and their systemic effects on the present. We strive to uplift diverse voices from marginalized communities, and acknowledge that justice requires courage, persistence, and humility.



Our work, like the lives of our clients, is deeply anchored to where we live. We are dedicated to serving the many diverse communities that make up Philadelphia and the Delaware Valley.



We have high expectations for ourselves and embrace accountability. We are not afraid to admit when we are wrong and to learn from our missteps.



Our work is human-centered and so is our approach. We recognize that each client is a unique individual with unique experiences and needs. We believe the path to empathy is paved with vulnerability and trust.



We are proud of our clients, our staff, our board, our work, and our volunteers. We celebrate our differences, commonalities, and successes.



We partner with our clients to provide resources, support, and guidance, but it is our clients’ passion, ingenuity, and hope that gets them across the finish line. They inspire us to be tenacious and gritty in our approach as we support them on their financial journey.


We Stand with You.

Clarifi’s team is YOUR team. Each of us is passionate about helping you on your financial journey. Meet some of the people who will stand with you, fight for you, and even give you a push when you need it.

Meet Our Team

Our Strategic Plan

We’re on a journey to ensure that pathways to financial wellness are accessible to everyone. Check out our 2021-2023 strategic plan to see how we intend to get there.


Our 2023 Annual Report

2023 was all about breaking barriers to wealth, to housing and to justice. Check out our year of financial empowerment here:


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