2018 Grantees

The ACHIEVA Family Trust is partnering with financial planners to enhance the education currently being provided to families/caregivers of people with disabilities. By offering information regarding financial planning options and greater access to financial guidance, this program helps families develop a solid financial plan for their loved ones.

Made possible by a grant from FFP, Austin Habitat will integrate a Pro Bono Financial Planning Initiative into our existing Housing Counseling Program in 2018. Working in partnership with the Financial Planning Association – Austin Chapter, we will provide referrals to connect our client base with local financial planning volunteers.

Britepaths has two distinct one-on-one financial literacy efforts that it has combined into “A Brighter Path to Financial Stability” program, funded in part by FFP. 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.

Through its Financial Education, Matched Savings and Consumer Education programs, and research and advocacy, Capital Area Asset Builders (CAAB) is working to ensure that all residents in the Greater DC area have opportunities to save and invest in their dreams. With the support of FFP and pro bono volunteers, CAAB has added one-on-one financial planning sessions for graduates of our Money Management 101 course, who often have questions about investing, retirement, insurance, estate planning and college planning.

The Financial Educational Readiness Initiative (FERI) brings financial planners and coaches to work with participants in Coalition for a Better Acre’s Supported Training and Education (STEP) workforce development program. STEP graduates are guaranteed job placement in a medical manufacturing company in Devens, Mass. For many of them, it is their first full-time job experience on a career path. Financial resources and literacy are crucial to continued and long-lasting success for these graduates and their families.

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.

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.

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 support from FFP, Family Reach will create a program framework and volunteer training that will be piloted this year in Boston.

Financial Independence Training (FIT) sponsors Financial Readiness Clinics (FRC) where FPA financial planners work one-on-one with military members, empowering them to achieve financial stability and avoid compromising mission readiness. Readiness to deploy and accomplish their unit’s mission is the military member’s responsibility…FRC coaching identifies dangerous pitfalls common in the lives of young military members that can derail them from achieving their goals. FFP’s grant will advance FRCs expansion within the Marine Corps and extend it to the Navy.

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.

ICA in partnership with FFP’s Pro Bono Financial Planning Program and volunteers deliver pro bono services to people in need, helping under-served individuals and families—including low- to moderate-income individuals, GED students, military/veterans, homeless individuals and more—to build assets and stabilize their lives, which they would previously not have access to!

Asian American Seniors: Planning for Economic Security Program serves older Asian Americans, particularly those with low-incomes and limited English proficiency. The program produces financial clinics that are private one-on-one sessions with a financial professional and a social worker to help seniors financially plan for later-life.

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.