2017 Grantees

The University of Wisconsin-Whitewater’s project, Financial Front: One-on-One Financial Planning for Veteran Students, provides financial literacy training and one-on-one financial planning for student veterans at UW-Whitewater, potential veteran students, and area veterans.

AFCPE’s Military Transition Financial Wellness Program (MTFWP) provides education and advice from financial planners, counselors, and coaches to improve the financial well-being of service members and their spouses transitioning from active duty. This program seeks to build a unique and replicable, integrated financial planning and coaching model for military communities.

The Money Smarts Pays program, implemented in collaboration with the Virginia Cooperative Extension, is a three-month intensive money management program in which participants attend classes, meet one-on-one with financial coaches, and work on a set of specific action steps to improve their financial well-being. Participants learn how to create and stick to a budget, pay down debt, and build an emergency fund, benefiting from the program as they transition from homelessness or subsidized housing to full independence.

Britepaths has two distinct one-on-one financial literacy efforts that it has combined into “A Brighter Path to Financial Stability” program. The program supports low- and middle-income individuals through a one-touch Financial Counseling Clinic, as well as deeper long-term financial help through one-on-one mentoring.

CENTS’ Financial Navigation Clinic for Patients with Cancer will specially train CFP® professionals and connect them with cancer patients for individual financial consultations and planning. Through CENTS, patients and families can also access patient advocates who can help with health insurance and pharma assistance, and if needed, volunteer bankruptcy attorneys.

Senior Concerns’ Financial Concerns Program secures volunteer financial planners to provide pro bono consultations to seniors and family caregivers. The overarching goal of the Financial Concerns Program is to provide information, resources and other support to seniors and caregivers, helping ensure they have the knowledge and tools to prepare for and meet healthcare, housing, and other needs as they age.

The Smart With Your Money Financial Planning Clinics connect low-income and underserved populations—many of them active military or veterans—with pro bono financial planners to assist them on their path to financial well-being and self-sufficiency.

Supported by FFP and in partnership with FPA^®, Family Reach has developed the Financial Treatment Initiative, a new effort to bring comprehensive financial supports—including financial planning—to at-risk families battling a serious cancer diagnosis. With a grant from FFP, the initiative will pilot this fall at Tufts Medical Center in Boston.

Family Scholar House’s Building Confident Futures program is a comprehensive financial education program targeted to very low-income single parents who have not had financial stability or resources but are pursuing college degrees to break the cycle of poverty for their families. The program includes a financial preparation curriculum, a series of workshops, mentoring opportunities, and one-on-one financial coaching sessions.

Supported by FFP, FPA^®‘s Pro Bono Program activates financial planning volunteers to deliver pro bono services to people in need, helping underserved individuals and families—including low- to moderate-income individuals, inmates, young adults, military, domestic violence survivors, homeless individuals and more—to build assets and improve their lives.

GreenPath helps to increase the financial wellness of the families they serve, improving their ability to build savings, decrease debt, and be financially resilient. GreenPath is concerned about the impact of family finances on low- and moderate-income households in Detroit, Michigan.

Habitat for Humanity of Greater Los Angeles’ Family Investment Program (FIP) provides low-income individuals with a variety of financial and homeownership sessions. Participants are provided with tools and resources to assess their current household expenses, develop financial plans, and ultimately build their family wealth.

The INHP Pro Bono Financial Planning Program provides low- and moderate-income families access to pro bono financial planning services through an innovative partnership with a local planning firm, Valeo Financial Advisors.

Financial Health After 60 was created to provide older adults assistance with financial challenges, many of them linked to retirement and aging. Financial education for near- and full-retirees is complemented by one-on-one pro bono sessions.

KCADV uses pro bono financial planners to teach financial education classes and provide one-on-one financial planning for domestic violence survivors at shelters and for low-income, single-parent students at community colleges throughout Kentucky.

MADF’s Homes 4 Veterans program works to reduce homelessness and dysfunction for veterans and their families. Pro bono sessions from volunteer planners help stabilize finances and ease the transition back into the community after discharge from military service.

The Midas’ MassSaves Financial Confidence & Coaching Program is grounded in the philosophy that clients are already “creative, resourceful and whole” though may need some support and guidance to reach their financial goals. The FCCP coaching and planning teams provide high-quality, free, remote coaching & planning services to some of the most vulnerable & underserved residents including low-income, disabled, and those facing geographic, transportation, medical and/or linguistic, work/time, child or elder care barriers.

In partnership with Building Homes for Heroes (BHH), the National Association of Personal Financial Advisors Consumer Education Foundation provides pro bono financial planning services to wounded veterans of the Afghanistan and Iraq conflicts, through which NCEF volunteer planners are matched with a veteran for at least a 2 year period.

MoneyW!se, a program of Working in Support of Education, is an innovative financial literacy program for survivors of domestic violence. Participants take a 12-week course on personal finance plus one-on-one mentoring before taking the Financial Literacy Certification Test – a national standardized exam. Those passing become Certified Financially Literate.