The Power of Pro Bono Financial Planning
“ The impact of pro bono advice can be extraordinary . Planners have the skills needed to help struggling people live more fulfilling , stable and rewarding lives .”
- DENNIS ELIAS , CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL AND VOLUNTEER FOR A PROGRAM FUNDED BY THE FOUNDATION FOR FINANCIAL PLANNING ® ( FFP )
Dennis became a financial planner to help people . He says , “ pro bono service is particularly gratifying because of the impact my advice can have on families who have little margin for error with their finances . The clients in my paid practice typically have high net worth , but my pro bono clients don ’ t have a lot and want guidance on how to stretch their resources . After taking Foundation for Financial Planning ’ s one-hour online training , and with the skills I already had , I found it was easy to help them . I urge other planners to get involved .”
CFP ® professionals can register and find volunteer opportunities at ProBonoPlannerMatch . org .
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