FFP
“I feel relieved and empowered. I have a safety net. And now that I am investing, I feel confident in my financial future… And if someone I know needs help, I am in a place to help the people around me.”
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“Remember that pro bono clients are a different type of client than high wealth clients, and we must meet them where they are.”
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“Having someone tell me that taking money out of a retirement account is an option, that people do this and it is ok … that took a load of the stress off. Now I am more hopeful than scared.”
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“Thanks to the debt settlement and networking assistance from the staff and CFP® professional volunteers at the Financial Empowerment Center and Britepaths, Lydine has been able to secure a stable apartment and is thriving at her new job.”
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“The folks I spoke with didn’t have a ton of money… but they were really engaged, responsible, highly motivated individuals who were really wanting to take care of their finances.”
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Karin’s Story Karin McKerahan, MBA, CFP®, has been in the financial planning industry for over (more…)
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Felix’s Story Felix Barraza, MBA, CFP® is a financial professional with AIG Retirement Services and (more…)
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Michael’s Story When he joined the Army at 18 years old, Michael Villagran thought he (more…)
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Yusuf’s Story Yusuf Abugideiri, CFP®, believes in the power of showing up and giving back. (more…)
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Pamela’s Story *Modified with permission from https://familyreach.org/blog/mom-navigates-a-world-upturned-by-cancer-and-a-global-pandemic/. As a school teacher, nanny, and adoptive parent (more…)
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Paul’s Story Paul Austin, CFP®, was looking for a way to give back. He wanted (more…)
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The Young Family’s Story *Modified with permission from https://familyreach.org/financial-planning-for-cancer-provides-guidance-for-family-in-times-of-distress/ For families, early childhood is a (more…)
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Pro Bono in a Time of Crisis Dear Partners and Friends, As the nation grapples (more…)
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Garrett’s Story Garrett Sloan, CFP®, is motivated by a passion for giving back, especially to (more…)
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Yi & Matt’s Story After years of following a strict budget, young married couple Matt (more…)
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University of Georgia The University of Georgia’s Financial Planning program won the inaugural CFP® Board (more…)
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The Hicks Family’s Story Travis Hicks, an interior architecture professor, and his wife, LouAnne, a (more…)
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Rick’s Story For over 10 years, Rick Fingerman, CFP®, has managed the pro bono financial (more…)
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The McGarry Family’s Story The McGarrys were an ordinary middle-income family before Tracy was diagnosed (more…)
read moreLast month, FFP was proud to join CFP Board in presenting the first-ever Excellence in Pro (more…)
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Sarah’s Story Sarah Baker, CFP®, has always found great meaning and purpose in pro bono (more…)
read moreWhen Alexandra Armstrong, CFP®, and husband Jerry McCoy were creating their estate plan, they wanted (more…)
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Kian’s Story Jets zoomed overhead and the roaring sound of helicopters and machine guns filled (more…)
read moreDoesn’t everyone want to make a positive difference in the world? Of course, financial planners (more…)
read moreWith your help, we can bring pro bono financial planning to more cancer patients in (more…)
read moreFFP and our partners are growing efforts to offer pro bono financial planning to families (more…)
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The Longos’ Story Mike and Leslie Longo were busy raising three young children in the (more…)
read moreThe Foundation for Financial Planning is calling for a national response to the potential financial (more…)
read moreThe Pro Bono Awards, sponsored jointly by the Foundation for Financial Planning and Financial Planning magazine, recognizes planners who (more…)
read moreEarlier this month, Accredited Investors Wealth Management® in Edina, Minnesota hosted its ninth “Be Our Guest” session to (more…)
read moreWASHINGTON, D.C.: June 19, 2018 – Attendees of the Financial Planning Association® (FPA®)’s NorCal Conference, (more…)
read moreThank you to the nonprofits that applied for 2019 grant funding from FFP! Our application (more…)
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FIT’s Story David Block, a retired U.S. Army officer and CFP® professional, saw many active (more…)
read moreFFP Awarded Gift at InvestmentNews‘ Women to Watch. Last week, FFP supporter and chief executive of Budros (more…)
read moreFoundation for Financial Planning & CFP Board Create New Pro Bono Award for Academic Institutions. FFP (more…)
read moreJoin us for an evening of networking, fun, food and drink, as we toast pro (more…)
read moreFFP Partners with Investment News FOUNDATION NEWS | JUNE 2017 The Foundation for Financial Planning is proud to (more…)
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The Foundation for Financial Planning and Financial Planning magazine Pro Bono Awards recognize the community service work (more…)
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Britepaths’ Story At first, it seemed Tammy was among the lucky ones. She, her husband (more…)
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Taz’s Story Taz A. worked long hours as a taxi driving as he pursued the (more…)
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San Diego Financial Literacy Center’s Story When the San Diego Financial Literacy Center (SDFLC) launched (more…)
read moreWASHINGTON, Jan. 5, 2017 /PRNewswire-USNewswire/ — The Foundation for Financial Planning, a 501(c)(3) nonprofit charitable (more…)
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KCADV’S STORY Helped by an advocate from a local program of the Kentucky Coalition Against (more…)
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Susan Williams’ Story Susan Williams well remembers an email that changed her life. The email (more…)
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The Doyles’ Story Melissa Doyle can’t remember all the times when her husband Tony phoned (more…)
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