In this time of economic turmoil, FPA of Orange County’s Certified Financial Planner™ professionals are offering no cost virtual one-on-one financial planning sessions. We can help you with:
• Covid-19 Relief• Budgeting• Debt Management
• Insurance/Work Benefits• Investment Management• Tax Management
• Beneficiaries/Estate Planning• College Expense Planning
There will be NO SELLING of any investment products or services. Meetings will be done online.
BOOK YOUR APPOINTMENT HERE. Meetings must be scheduled a minimum of two days in advance and will be limited to 45 minutes. Your volunteer financial planner will email you with any additional information you will need for your meeting, including video conference details and any reference material. You may cancel or reschedule your meeting at any time.
FPA of Orange County has developed a free webinar series: Essentials of Financial Literacy. This educational series is comprised of four 1-hour webinars:
Designing a Budget to Achieve Financial Success
Building Credit and Managing Debt
The Importance of Saving and Investing
The Basics of Home Ownership and Protecting Your Assets
The Importance of Saving and Investing – Saturday, May 15th: 10:00 – 11:00 am
The Basics of Home Ownership and Protecting Your Assets – Saturday, May 22nd: 10:00 – 11:00 am
REGISTER here for webinars. Only one registration is required for all events. Feel free to attend any or all sessions. After registering, you will receive an email containing information about joining the webinar. If you do not have the Zoom App on your computer or mobile device, you will be asked to download it upon entering the webinar.
Nerd Wallet Budget Worksheet PDFCFPB Credit Report Review Checklist PDF
Nerd Wallet Budget Worksheet xlsBuilding Wealth – Federal Reserve Bank of Dallas (Spanish) PDF
Goals Worksheet PDFBuilding Wealth – Federal Reserve Bank of Dallas (English) PDF