Across the country, FPA® members are helping people who need financial planning assistance but cannot access it. They may be fleeing a domestic abuse situation. Or struggling to escape from homelessness. Or striving to emerge from a low income paycheck-to-paycheck merry-go-round by saving toward an education or a business.
FPA pro bono financial planning volunteers can help by providing sound, objective advice that is free of charge and not linked to any sales or promotion of products or services. They do it to help the less fortunate. They do it out of pride in their profession. They do it because it’s the right thing to do.
Volunteering as an FPA pro bono volunteer is a great way for financial planners to give back to their communities. It’s also a great way to help ourselves. Pro bono activities increase public awareness of financial planning, build bridges with community leaders, and strengthen a chapter’s esprit de corps. It also helps individual planners develop their own planning knowledge and skills.
If you would like to get involved or want more information, please let us know.