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We Are a Nonprofit Organization That Provides Free Financial Planning and Literacy Services to Underserved Populations in RI. Achieving your financial goals without a plan is simply luck. Our Clients At RhodeWay Financial we are dedicated to bringing comprehensive financial planning services to Financial Planning Financial planning is a collaborative process used to generate a full picture of a persons current financial situation understand their financial goals and then jointly develop the steps they need to take to give them the best opportunity to achieve those goals. A good plan needs to be both achievable and flexible and progress against the plan should be measurable and monitored.