Connecting Pro Bono Financial Planning Professionals to help people take control of their financial lives.
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- Dorthy Dorsey
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1 Connecting Pro Bono Financial Planning Professionals to help people take control of their financial lives.
2 WHAT IS PRO BONO FINANCIAL PLANNING? The pro bono approach utilizes pro bono financial planners with the following objectives: Advice given is educational only. No sales or promotion of any products or services are allowed. Introduces participant to the financial planning process. Provides a one-on-one time to answer a participant s questions. Review participant s financial data. Establish steps to obtain the participant s financial goals. Pro Bono Financial Planners are volunteers and receive no compensation
3 Foundation for Financial Planning Financial Planning Professionals Programs for non-profits and communities The Foundation for Financial Planning is a 501c3 that helps people take control of their financial lives by connecting the financial planning community with people in need. To date, over13,000 industry professionals have provided pro bono financial planning to more than 350,000 people.
4 FREE EDUCATIONAL PRESENTATIONS Budgeting 101: A Balancing Act Choosing the Right Insurance for Every Stage of Your Life Coping with Death: Financial Considerations in a Time of Need Estate Planning: Introduction to the Essentials Financially Surviving a Job Loss Financial Planning and Your Small Business Financial Planning Considerations for Long-Distance Caregiving Financial Planning for a Home Forging Your Financial Future Introduction to Financial Planning Basics Investing Basics 20 Tips for Becoming a Smart Investor Planning for the Costs of Education Real World Retirement Planning Taking Control: A Financial Planning Starter Kit Tax Planning in a Changing Tax World Teens and Money: Tips for Developing Good Financial Habits
5 WHY ONE-ON-ONE SESSIONS? A workshop topic may not be pertinent to a person s current situation. One-on-one sessions provide a format that individuals can address confidential questions with pro bono financial planning professionals.
6 DESIGNING YOUR EVENT Pro Bono Financial Planners can assist you in designing events that offer two key elements: Workshops One-on-One Planning Sessions. Workshops Leading to One-on- One Planning Sessions To find an event near you this October visit:
7 FINANCIAL PLANNING ASSOCIATION There are close to 100 Financial Planning Association (FPA) Chapters across the country. FPA members involved with pro bono outreach are required to participate in a Pro Bono Boot Camp workshop. This workshop trains members to work with underserved populations in a no-sales/no-strings attached educational approach. Visit call , or fpaprobono@onefpa.org to find a chapter near you for assistance and contact the Pro Bono Director or Community Outreach Director.
8 The CFP Board is a non-profit organization whose mission is to benefit the public by granting the Certified Financial Planner certification and upholding it as the recognized standard of excellence for personal financial planning. To find a CFP professional in the partner database, Money Smart Week planning teams can search for CFP or Certified Financial Planner in the individual s title.
9 FOUNDATION FOR FINANCIAL PLANNING To design a pro bono financial planning program, visit our PROGRAMS page at There you will find: Pro Bono Financial Planner Request Form Tips and Best Practices Resources
10 KEYS TO SUCCESS Capitalizing on our strengths: Organizations provide the participants and location logistics. Pro bono financial planners provides the financial expertise. What is needed? Lead time!!! Lots of lead time. Pro Bono Financial Planning Changes Lives!
Opportunity for the public to receive free, nostrings-attached, from highly qualified and experienced financial planners
Volunteer Boot Camp How to successfully provide pro bono financial advice at the! What is? Opportunity for the public to receive free, nostrings-attached, financial advice and education from highly qualified
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