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The Society for Financial Awareness – Your Initial Visit

Who We Are

Who We Are

We hope you enjoyed attending our educational class!

 As volunteers for the Houston Chapter of the Society for Financial Awareness — a 501(c)(3) nonprofit organization — we’re proud to be part of a nationwide effort to eliminate financial illiteracy by providing free public education and resources.

Our mission is to empower individuals just like you with the tools and knowledge to make informed financial decisions. We’re excited to welcome you into our Houston chapter and offer you continued support and valuable resources.

Want to learn more about the Society for Financial Awareness?

How We Work

As part of your complimentary consultation, we kindly ask that you complete the steps below to help us provide the most accurate and valuable guidance:
  1. Complete the Financial Questionnaire: You’ll find the form below. Please answer what you’re comfortable with—no pressure to complete anything you’d prefer to leave blank.
  2. Submit Your Questionnaire: Once completed, upload your form using the secure link provided at the end of the page titled "Securely Upload Documents Here".
  3. Prepare for Your Visit: We’ve included a map below to help you find our office easily. Once we receive your completed questionnaire, a member of our team will reach out to confirm and answer any questions you may have about your upcoming complimentary consultation.
  4. Share Your Experience!: Our mission is to make a meaningful impact in our community. If you know a friend or loved one who could benefit from what we offer, please don’t hesitate to share our organization as a resource. We’re here to help!

INSTRUCTIONS: To submit your documents, please click the upload link below and enter the password "Secure!" when prompted.

Securely Upload Documents Here

The Society for Financial Awareness (SOFA) is a 501(c)(3) nonprofit organization that provides free financial literacy seminars to employees and the general public. Tax advisory services are offered exclusively by duly registered individuals through Lloyd Tax Planning (LTP). SOFA and LTP are independent entities and are not affiliated.