|
Be Our Guest
"I found the session one of the best meetings I have attended in a longtime."
New 2010 Be Our Guest sessions now available. Click here to learn more.
|
The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.
We fund programs that:
- Are scalable;
- Provide pro bono financial planning; and,
- Connect volunteers through the involvement of the financial planning and services community.
To help people:
- Who are underserved by the market;
- In need of financial guidance; or,
- In a financial crisis.
We do this to improve the lives of all Americans through:
- Access to pro bono financial planning for all people;
- Financial literacy education to provide those at all socio-economic levels with the knowledge to control their financial lives; and
- Opportunities to obtain unbiased financial advice in time of crisis and disaster.
FIDELITY INVESTMENTS MATCHING NEW PLEDGES
Fidelity Investments’ institutional division will match every new pledge individual financial planners and investment advisors, contribute to the Foundation, to support pro bono financial services for Americans in need until December 31, 2010, dollar for dollar up to $1 million. The full pledge amount will be matched even if the pledge is paid over five-years. Click here to download the "matching pledge form" and double your gift.
 Giving Back
Hear how some of the many Americans, overwhelmed by circumstances beyond their control, are being reached through our grant support.
View Video
Requires latest Windows Media Player
Searching for a Financial Planner?
Click here to locate a financial planner through the Certified Financial Planners Board of Standards, Inc.
Click here to locate a financial planner through the Financial Planning Association®.
Click here to locate a financial planner through The National Association of Personal Financial Advisors
Pro Bono
Click here to learn about pro bono activities or to locate a pro bono planner through the Financial Planning Association® (FPA®)
|
