The FPA Pro Bono Program: Free Financial Planning

Key Takeaways

• Access FPA's pro bono financial planning services through your local FPA chapter or the advocacy section at FinancialPlanningAssociation.org—services are completely free with no strings attached and no obligation to become a paying client
• Pro bono financial planning differs from general financial literacy because it involves personalized one-on-one meetings with a CFP professional who applies the full financial planning process to your specific situation, not just broad educational content
• Eligible populations for pro bono services include underserved individuals, military families, domestic violence survivors, those affected by natural disasters, and people facing financial crises like bankruptcy or serious medical expenses
• Virtual pro bono sessions via Zoom are now available nationwide, meaning you can work with a financial planner from any state regardless of your location
• If you're a financial advisor interested in volunteering, pro bono planning uses the same professional skills and methodology as fee-based planning—contact your local FPA chapter to get involved