See below for a variety of free financial planning resources that both consumers and volunteers may find helpful in their pro bono engagements.
Everyone can benefit from financial planning. Learn more about the financial planning process and how CERTIFIED FINANCIAL PLANNER™ professionals can assist you.
Personal Financial Index (PFI)
Interested in checking your personal financial index? PFI is a comprehensive financial benchmark for individuals and families. Click the link to check your proficiency in managing your personal finances.
What’s My Score?
Everything you need to know about your credit. The site includes information and tips about managing and controlling your credit as well as resources designed to help you. Information is also available for educators, parents and students.
FDIC Money Smart
FDIC’s financial education curriculum is designed to help individuals learn the basics of personal finance. Click the link to participate in a self-paced version of Money Smart and begin taking control of your financial future.
Practical Money Skills
Offering interactive tools and educational resources, the Practical Money Skills online platform is designed to help educators, parents and students practice better money management and build stronger financial futures.
Smart About Money (SAM)
SAM (Smart About Money) is completely free, unbiased and customizable financial education. Visit their website to find in-depth personal finance courses, articles, calculators and tips to help manage your money.
NFCC Consumer Tools
The National Foundation for Credit Counseling (NFCC) promotes the national agenda for financially responsible behavior and builds capacity for its members to deliver the highest quality financial education and counseling services. Call 1-800-388-2227 to speak to a counselor near you. Para ayuda en Español Ilama al 1-800-682-9832.
- Accomplishing Your Financial Mission Workbook PDF (military population)
- Navigating Your Financial Roadmap Workbook PDF (all populations)
- Current Spending Plan PDF
- Future Spending Plan PDF
- Family Goals PDF
- Family Balance Sheet PDF
- Debt Management Worksheet PDF
DISASTER PREPARATION AND RECOVERY
The financial impact of a natural disaster can be debilitating. While floods, hurricanes, tornadoes, earthquakes and tsunamis are unavoidable, there are a range of good resources that can help Americans both prepare for and recover from disasters.
American Red Cross
The American Red Cross website has a range of helpful information, including pre-and post-disaster resources providing tips on financial issues.
FEMA’s Are You Ready? An In-depth Guide to Citizen Preparedness
This lengthy guide acts as both a reference source and a step-by-step manual, helping citizens prepare for all types of hazards.
FEMA’s Emergency Supply List
This list highlights all the essentials needed in case a natural disaster strikes your area.
Disaster Recovery: A Guide to Financial Issues
This comprehensive, 32-page booklet can help people affected by disasters respond to the financial impact and get back on their feet more quickly.