Financial Pathways of the Piedmont

06/02/2026

Let us collectively take a moment to recognize and celebrate those who have paved the way for the work we do. The individuals who serve as catalysts for change, never back down from a challenge, and fight every day for the betterment of our community and our agency.

Few embody those qualities more than our very own President & CEO, Phyllis Caldwell-George.

Today, we not only recognize Phyllis, but we honor her extraordinary 28-year commitment to Financial Pathways of the Piedmont and the mission that drives our work. Through her leadership, vision, and unwavering dedication, she has helped shape this organization into what it is today and continues to leave an indelible mark on our staff, clients, and community.

Phyllis, if you do not hear it often enough, thank you for the footprint you have created and the lasting impact you continue to make on behalf of Financial Pathways of the Piedmont each and every day. Your passion for this work and commitment to those we serve are truly appreciated.

Please join me in congratulating Phyllis on this remarkable milestone.

05/29/2026

As we wrap up Mental Health Awareness Month, we wanted to share some of the employee initiatives we have been able to accomplish led by our fantastic Director of Employee Experience, Russell Dye.

From recognizing and rewarding staff with the HEART Performer Award to orchestrating wellness webinars, founding our S.A.F.E. Space, providing gas stipends, and giving employees time back to prioritize their health and wellbeing with "One O'clock Fridays" it's safe to say, our organization is dedicated to supporting the health and wellbeing of our workforce.

Special thanks to Allegacy Financial for supporting our employee wellness and recognition initiatives.

You can read more about our work here on our blog post: https://fromtheheartgreenchair.blogspot.com/2025/10/cultivating-connection-how-financial.html

If you would like to be a guest on our blog, please reach out to [email protected]. We cover all topics related to financial health and well-being.

As we wrap up National Depression and Mental Health Screening Month, we’re proud to reflect on the strides we’ve made to strengthen workpl...

05/26/2026

Please join us tomorrow, May 27 at 12pm for our May workshop focused on managing new financial obligations. Whether you have student loans, a new home, or simply want a financial refresher, this workshop is for you.

Register here: https://forms.office.com/r/EXyT2zD8BF
Join us on Zoom: https://us06web.zoom.us/j/83685541513

Special thanks to Bank OZK for presenting this workshop!

05/25/2026

Today, we pause to commemorate the fallen heroes who gave their lives protecting our nation. In their memory, Financial Pathways of the Piedmont will be closed today, Monday, May 25, 2026. We are forever grateful for their sacrifice.

05/15/2026

Our office will be closed on Friday, May 15 to honor and to show appreciation for our dedicated staff.

We hope everyone can take a moment this month to relax, rest, and reset.

05/14/2026

With The Winston-Salem Foundation – We just got recognized as one of their top fans! 🎉

05/14/2026

With Z. Smith Reynolds Foundation – We just got recognized as one of their top fans! 🎉

05/14/2026

Thank you FOX8 and The Winston-Salem Foundation!

The agency works to improve lives through financial counseling, coaching, and education. That includes helping families plan ahead to become homeowners.

Read the full story at the link in the comments below.

05/12/2026

We had a blast last night with Baker Donelson at Joymongers for their Annual Trivia night where proceeds benefit a local nonprofit. We are honored to be this year’s beneficiary.

Pictured here is our Board and staff member teams who came out to support.

Thank you to everyone who came out to play trivia and support our mission!