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Puget Sound Residents: Get Pro Bono Financial Advice Tailored to Your Goals. Plan for the future! Make the most of your money!
Get ongoing financial advice from a volunteer financial planner—no cost, no sales pitch. Just expert, one-on-one guidance to help you reach your goals.
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FPA Puget Sound Pro Bono Spotlight: Mary's Place
As part of our FPA chapter Pro Bono program, we are excited to share the incredible efforts of our chapter members and highlight volunteer opportunities available to you.
This spotlight provides a look at what our Pro Bono Chair, Dave Mantell, has been doing with Mary’s Place. Dave has been instrumental in providing financial education to the guests at Mary’s Place, helping them achieve financial stability not just for themselves but for their children as well.
Being in the industry we are in, we have seen firsthand how learning strong habits in personal finance can change the entire trajectory of someone’s financial health and reduce the financial stresses life will bring. Dave has made a concerted effort to work with Mary’s Place to provide this crucial financial education.
Dave has worked closely with Mary’s Place placement team to provide tools and processes that help produce better outcomes for the families they assist. He presented to the Mary’s Place team on personal finance basics and how to apply these principles to the families they work with. By creating a budget sheet tool, the Mary’s Place team has been able to integrate this into their process, achieving more sustainable housing placements for their guests, moving them into permanent housing.
Additionally, Dave is working on a pilot project with Mary’s Place to help provide a financial bridge for families moving out of homelessness. This initiative allows them to pursue job training and acquire skills that lead to better financial prospects and futures. Financial coaching is a core component of this program.
We will continue to provide spotlight pieces on other pro bono causes our members are engaged in, along with volunteer opportunities. If you are interested in participating in our chapter Pro Bono efforts, please contact us at info@fpapugetsound.org.
If you are interested in contributing to Mary’s Place or if there are any other community groups you believe we can help through financial planning, please let us know.
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The Benefits of Providing Pro Bono Services:
By opening up your company for pro bono services you help individuals and families who are striving to build assets and improve their lives. By sharing our professional expertise you are strengthening ties with your community while also:
- Giving vulnerable members of our communities a helping hand
- Gaining more professional experience
- Strengthening your company's visibility
- Having the chance to report hours to the CFP® Board
- Becoming a leader and inspiration for others in the industry
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How to participate as a FPA Member:
If you are interested in a being a part of our pro bono opportunities you can reach out to our FPA Puget Sound Pro Bono Director, Dave Mantell, and he would be happy to connect you with some of our active opportunities.
