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.

Tell a friend!

1. Select advisor2. Select Date3. Select Time4. Finalize appointment

Appointment Locator
Select Language
Select special needs/issues:
Debt Management
Health & Health Care Issues
Insurance/work benefits
Investment management
Tax Management
Beneficiaries/Estate Planning
College expense planning
Select Advisor
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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 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.


·        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. 


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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