Are you part of an underserved or at-risk community* and could benefit from some pro bono financial planning advice from a volunteer financial planner? Through our nationwide network of local FPA chapters and a variety of national partnerships, there are a number of programs available to consumers looking for pro bono financial planning advice.

Financial Planning for Cancer

Every day, families that are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival. In partnership with Family Reach and the Foundation for Financial Planning, FPA members are volunteering their time to help individuals and families coping with the financial impact of a cancer diagnosis.

Through the Financial Planning for Cancer program, volunteer financial planners are being matched with families in need. Family Reach, a national 501(c)(3) organization dedicated to eradicating the financial barriers that accompany a cancer diagnosis, oversees and facilitates the relationships between planners and families. Connect with Family Reach today to get started.

Covid-19 Pro Bono Program

The Covid-19 pandemic has had a dire financial impact on millions of Americans. Not only has the pandemic left people worried about their physical health, but the economic fallout has left many people scrambling to make ends meet due to reductions in pay or job loss. And with the reality that the financial impact could be felt for the foreseeable future, people have questions but may not be able to get the answers they need.

In response to the pandemic, many in the FPA community have raised their hands to offer pro bono financial planning advice to their fellow Americans who don’t typically have access to financial planning advice. There are dozens of volunteer FPA members standing by to provide short-term, no-strings-attached advice to those who need it.

Homes for Our Troops

FPA partners with Homes for Our Troops, a publicly funded 501(c)(3) organization that builds and donates specially adapted custom homes nationwide for severely injured post-9/11 Veterans. Veterans who are provided homes are matched with a pro bono financial planner for a period of time to ensure they are equipped to meet the financial requirements of home ownership.

Local Pro Bono Programs Through FPA Chapters

FPA chapters are powering pro bono financial planning across the country! Many of our 86 chapters and state councils are collaborating with local community and civic organizations, local governments, and others to ensure underserved and at-risk communities are able to access financial planning advice. FPA chapters work independently to develop pro bono programs throughout the year with many providing opportunities year-round while others offering programs seasonally.

Find an FPA chapter near you and explore their website to see what programs they have planned.

Financial Literacy and Education

For many people, just having access to a variety of resources to learn about personal finance is enough. What’s great is that there is a multitude of resources and programs available to help. Over the years, FPA has worked with a number of organizations. We suggest checking out the following.

  • America Saves: America Saves is a campaign coordinated by the nonprofit Consumer Federation of America (CFA) and is dedicated to helping individuals save money, reduce debt, and build wealth. Learn more.
     
  • Babson Financial Literacy Project: A not-for-profit initiative designed to help young adults learn to manage their personal finances. The BFLP partners with organizations to create and deliver financial literacy programs. Learn more.
     
  • Consumer Financial Protection Bureau: Aims to make consumer financial markets work for consumers, responsible providers, and the economy as a whole and arm people with the information, steps, and tools that they need to make smart financial decisions. Learn more.
     
  • Jump$tart: A national nonprofit coalition of more than 100 organizations from business, finance, government and other sectors, as well as a network of 51 state affiliates, which share a commitment to “financial smarts for students.” Learn more.
     
  • Money Smart Week: A national public education program coordinated by the Federal Reserve Bank of Chicago that empowers people to make better-informed personal financial decisions. Learn more.
     
  • Sammy Rabbit: Sammy Rabbit's vision and objective are to develop generations of children who possess and practice great habits, who become self-sufficient, and capable of making their big dreams come true. Learn more.
     
  • National Endowment for Financial Education (NEFE): The leading private nonprofit national foundation dedicated to inspiring empowered financial decision making for individuals and families through every stage of life. Learn more.

*e.g., low-income individuals and families, military personnel/veterans, domestic violence survivors; people affected by natural disasters, serious medical crises, bankruptcy, etc.

FPA Pro Bono Strategic Partner

FPA and the Foundation for Financial Planning have worked together with a focus on delivering optimal management for pro bono initiatives and support to the FPA members and chapters that volunteer to serve people in need of financial planning services.
Through its strategic partnership, FPA and the Foundation provide thousands of pro bono hours annually in communities across the country.