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FPAOC Community Outreach Personal Appointments |
Welcome to our on-line appointment system where you can schedule your virtual financial planning session. As our nation and local communities struggle to navigate the unprecedented economic turmoil caused by the COVID-19 pandemic, Financial Planning Association of Orange County (FPAOC) stands ready to support you. |
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WHO WE ARE We are members of the Financial Planning Association® (FPA®) committed to supporting underserved communities by providing free access to financial planning services. Each of our volunteers is a Certified Financial Planner™ professional (CFP®) and has completed a pro bono training course through the Financial Planning Association. OUR OFFER TO YOU Our CFP® volunteers have pledged to offer financial planning services and education through: · One on One Financial Planning Meetings · Follow-up (Second) Meetings – Option to select same advisor · Group Webinars and Workshops There will be NO SELLING of any investment products or services. ONE ON ONE FINANCIAL PLANNING MEETING SIGN-UP · Select your preferred language in the drop down. · Select your primary area(s) of concern. This will help us prepare to make the best use of your time. · Select a date and time for your virtual financial planning meeting. Meetings must be scheduled at least two days in advance. · Complete the questionnaire and review the Terms of Engagement. · You will receive a confirmation email after scheduling your meeting. If you do not receive a confirmation email, your meeting is not scheduled. Please try again. · Your volunteer financial planner will email you with any information you will need for your meeting - including video conference details and any reference material. · Meetings will be limited to 45 minutes. Please arrive on time to receive the full benefit of your financial planning meeting. · You may cancel or reschedule your meeting at any time. We ask for your consideration in letting us know if you are not able to make it. WEBINAR & WORKSHOP SIGN-UP We offer free educational webinars. Please go to the FPAOC Pro Bono web page and scroll down to the Webinar section for more information and the sign up link.
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