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BE OUR GUEST
Visit a top planner’s office!
The Be Our Guest program is an extraordinary opportunity to learn more about some top financial planning practices across the country. You will share this experience with a few other likeminded practitioners and have the opportunity to share an intimate, on site “brain dump,” with these successful planners.
Click here to learn more and register for current 2009 Be Our Guest sessions.
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Financial Planners Needed to Help our Military Personnel. Learn More.
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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 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.
 Giving Back
Hear how some of the many Americans, overwhelmed by circumstances beyond their control, are being reached through our grant support.
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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®)
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