Pro bono is foundational to building a truly recognized profession. The willingness of those in a profession to use their knowledge and expertise to support those who can benefit from those services is critical. For more than two decades, FPA members and chapters have been doing their part to help those from underserved and at-risk communities while engaging in an activity that is making the profession resonate.
And volunteering as a pro bono financial planner is incredibly rewarding. Just see what some volunteers and partners have to say about what pro bono planning means to them.
"I love being a pro bono volunteer! I began working with a couple immediately and there aren’t words that can express how rewarding and satisfying it was to help them. Relieving stress and fear around their finances during a difficult time warms my soul and reminds me of why I do what I do." - FPA Member Becky Eckert, CFP®, ChFC
"I believe our pro bono financial planning efforts can help improve knowledge, awareness, and image of financial planning. We do good by doing good!" - FPA Member Suzette Rothberg, CFP®
InvestmentNews podcast episode: Planners boost pro bono efforts amid pandemic