Welcome to the Financial Planning Association of Miami's pro bono services!
 

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

Financial Planning Appointment Locator
Select Language
Select special need/issues:
Budgeting
Debt Management
Health & Health Care Issues
Insurance/work benefits
Savings & Investments
Tax Management
College Funding
Social Security and Medicare
Veteran Needs
Special Needs
Select Advisor
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ONE ON ONE FINANCIAL PLANNING MEETING SIGN-UP

·       If your prefered language is not English select your preferred language in the drop down.

·
       Select your primary area(s) of concern in the "Select special needs/issues" checklist. This will help us prepare to make the best use of your time.

·        Select an advisor and a date and time for your financial planning meeting. Meetings must be scheduled at least two days in advance.

·        Review How to Prepare to Work with a Financial Planner and 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.