Giving vulnerable members of our communities a helping hand by sharing our professional expertise — that's what pro bono financial planning is all about. Throughout the country, FPA chapters are working with community partners to assist those with the greatest need for and the least access to the power of financial planning.

The FPA Pro Bono Program targets low income individuals and families striving to build assets and improve their lives but cannot afford to engage a planner on their own. Chapters may also outreach to other populations in need to meet the specific needs of their communities. 

Volunteering as an FPA pro bono planner is a great way to give back, build professional skills and strengthen ties with your community and fellow FPA members. Join your chapter program now!

• Members click here to report your pro bono hours
• Chapter Officers click here for additional resources

Financial Assessment System

Introduced in November 2008 at the Pro Bono Forum @ Chapter Leaders Conference, the Financial Assessment System is a tool accessible to both planners and their pro bono clients. The system allows clients to participate in a financial education tutorial via the Money 101 program from anywhere they have Internet access.  

While walking through the basics of banking, credit and budgeting, the client is asked to enter their financial data, which is automatically compiled in to a downloadable report highlighting common financial concerns. This same report can be accessed by an FPA pro bono volunteer who can then provide more in-depth assessment and advice.

• Learn more about the Financial Assessment System 

FPA's Pro Bono Program is funded in part by generous grants from the Foundation for Financial Planning.