Pro Bono Financial Planning
If you or someone you care about has been impacted by COVID-19, we're here to help. Our firm is providing pro bono financial planning services to any family facing financial difficulties at this time.
We're proud to be a part of the growing list of financial planning professionals stepping up to offer free guidance to those in need:
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
- XY Planning Network
To learn more about the efforts, check out this recent WealthManagement.com article that we were recently featured in.
To schedule a free 30-minute consultation, select an option below:
COVID-19 Impact Planning
If you or your family are facing financial challenges due to the loss of a job, unpaid sick leave, or decreased income due to fewer work opportunities, we're here to help you. Schedule a time with us to help you understand the resources available, navigate your options, and identify the best course of action for your specific situation.
Are you planning on retiring soon and wondering how COVID-19 has impacted your plans? We are currently offering a limited number of pro bono retirement planning reviews. We'll address the questions you have and provide our recommendations for what you can or should be doing. This is a genuine offer to help, and there will be no follow up or expectation to work with us moving forward.
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