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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