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Financial Planning for Military and Veterans
Click on the above to learn more.
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Be Our Guest
"I found the session one of the best meetings I have attended in a longtime."
Be Our Guest session with Bill Carter now available. Click here to learn more.
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Find 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
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Pro Bono
Click here to learn about pro bono activities or to locate a pro bono planner through the Financial Planning Association
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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 financial life skills educational activities.
Financial Planning Days
Foundation helps bring national organizations together to provide FREE financial education and planning to underserved populations via Financial Planning Days throughout the U.S.
Read more here.
Financial Matters Initiative
NOW IS THE TIME to ensure that students of today develop sound money management skills. Through grants to BestPrep who collaborated with the Financial Planning Association of Minnesota, the Foundation for Financial Planning funded the creation of the Financial Matters Initiative (FMI). FMI has  been implemented to educate Minnesota students on the importance of managing money wisely.
Four interactive PowerPoint presentations have been created (Money Matters, Budgeting Matters, Credit Matters and Investing Matters) and are ready for use by volunteers from the financial services to present in classrooms. These presentations have been developed and tested with input from financial planners and teachers and are available through the Foundation for Financial Planning. Click here to view a brief video about the program.
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.
We are Grateful to Our Premiere Corporate Donors
$1,000,000
Allianz Group
$750,000 - $999,999
SunAmerica Cos. (VA and Mutual Funds)
$500,000 - $749,999
$250,000 - $499,999
 Giving Back - Stories about some individuals who are taking control of their financial lives.
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
Want to Ask a Financial Planner a Question?
Click here to connect to ask a financial planner a question with “no strings attached”. This service is intended for educational purposes only. Please be aware that complete data is not being gathered, alternatives are not being considered and a financial planning engagement is not being established.
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