• Bernie_SCHW

    Charles Schwab Foundation Offers Dollar-for-Dollar Match for Pledges $5,000 and Above

    Bernie Clark – Executive Vice President of Schwab’s Advisor Services and Chair of the Foundation for Financial Planning – announced that through the end of the year, the Charles Schwab Foundation will provide a dollar-for-dollar match for every individual gift or…

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    Apply for a Grant Today!

    Is your nonprofit empowering people take control of their financial lives with one-on-one pro bono financial planning? Are you connecting your clients with members of the financial planning community? Apply for a grant today, and let us help your nonprofit…

  • Family Greeting Military Father Home On Leave

    Conquering Debt

    “As veterans, we don’t have a lot of resources. We tend to rack up a lot of debt which outstrips our ability to repay.  I appreciate how the pro bono planner really cared about me, listened and created…

  • Woman_Christa

    New Life, New Home

    Christa knew she had to remove her daughters from a bad situation at home – one that surrounded them with substance abuse and violence. When she picked up and moved her family to a new city, she discovered a program…

  • FPD

    A Day of Free Financial Planning

    Financial planners joined Westchester Community College in a one-day pro bono financial planning event and provided 325 participants with one-on-one consultations. “I wish there were more events like this. Everything about the day was fantastic! My highest priority…

  • Disabled person

    Helping Wounded Warriors

    Scott was hit by a roadside IED while on patrol in Sadr City, Iraq in 2008. His body has mostly healed but his wife has had to stop working to provide the nearly 24/7 care required, as Scott…

  • Couple Working on Bills

    Simple Steps to Financial Security

    “Thanks to the help we received from our pro bono financial planner, my husband and I have finally paid off our cars and reduced our debt – all achieved by refinancing our home at a lower interest rate. We…

  • senior women small

    A New Boost in Confidence

    “We had done quite a bit of research into long-term financial planning, but we were still lacking the confidence to feel fully capable and competent in that area in our lives. My sister and I attended a Financial…

  • danquote

    Why I Give

    Dan Moisand CFP® Moisand Fitzgerald Tamayo, LLC                  

  • bobquote

    Why I Give

    Bob Oros, Fidelity Institutional Wealth Services®