Foundation for Financial Planning

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.

The Pro Bono Financial Planning Awards recognize the unselfish efforts of financial planners and advisors who have contributed their time and talents to helping those in need take control of their financial lives. Nominate a planner / advisor or team of advisors for their outstanding pro bono achievements today at

Several planners have volunteered to open their offices to other planners for a day. The Be Our Guest program is an extraordinary opportunity to learn how leading financial planners are succeeding in these challenging times. The cost to attend is a contribution to the Foundation for Financial Planning. This is a fund raising offering to benefit the Foundation for Financial Planning.

The program offers a cost efficient opportunity to spend the day in the office of a leading financial planner and learn the ins and outs of their business. Some planning firms have utilized the virtual “Be Our Guest” program as their staff retreat.

“There were many things that made it a valuable experience, but most of all was the openness and candor to discuss anything relating to the operation of your practice and the relationship you have with your clients.” TW

“What made it so great was these guys are real people with the same issues we have on a day to day basis. The best part is they were open and honest on how they are dealing with everything. They have a well-run organization, and I learned a lot about growing my business.” JH

“I was pleasantly surprised at the scope of information that was shared, as well as the access to all facets of their business model, personal insights and employees.” RA

Mark Tibergien talks about the mission or the Foundation in the January 2010 issue of Investment Advisor Magazine. CLick on OCCUPY MAIN STREET, to read the article.

TD Ameritrade Institutional Announces Matching Donation Program to Provide Financial Planning Assistance to Americans in Need

TD Ameritrade Institutional will match their contributions, up to a total of $1 million. To make a pledge to the Foundation for Financial Planning, click here, or call 770- 938-1110.

Giving Back - Stories about some individuals who are taking control of their financial lives.

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

Ask a Financial Planner a Question? NO STRINGS ATTACHED TO HELP YOU PLAN FOR MAJOR FINANCIAL DECISIONS AND SAVING! Click here to connect to ask a financial planner a question with “no strings attached”. This service is provided by the Financial Planning Association and 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.