Pro Bono Financial Planning Services
Everyone deserves quality financial advice and peace of mind around their money.
Through Abacus’ pro bono program, hundreds of individuals and families who don’t meet typical minimums required by financial advisors now have access to the highest standard in fiduciary advice – the same high level provided to each one of our paying clients.
If you are interested in comprehensive financial planning and investment advice, schedule a 15-minute introductory call to see if working with Abacus is the right fit for your needs.
Our pro bono sessions are designed to provide education and guidance on one to two high level topics. During your 45-minute phone session, an advisor will help clarify the steps you can take to achieve your most important life goals. Common areas we explore include:
- How to create a budget and track spending
- How to save for the future
- How much cash to keep in an emergency fund
- How to align your investments with your goals
- Types of insurance you need (or don’t)
- Renting versus buying a home
- Preparing for an elderly parent’s care
- Planning for a child’s education
- How to pay off credit card and other debt
- Overall financial wellness
Schedule a 45-Minute Session for Pro Bono Financial Advice
To register, please complete the form below and read the agreement. Once submitted, you will be directed to schedule a 45-minute session during the next available date and time.
Pro bono sessions are offered one day per month. Limit 1 session per household per year.
- Thursday, January 18, 2024
- Thursday, February 15, 2024
- Thursday, March 21, 2024
- Thursday, April 18, 2024
- Thursday, May 16, 2024
- Thursday, June 20, 2024
- Thursday, July 18, 2024
- Thursday, August 15, 2024
- Thursday, September 19, 2024
- Thursday, October 17, 2024
- Thursday, November 7, 2024
- Thursday, December 5, 2024
For the best experience, please be prepared with your questions along with information about your financial assets, income, and debt.
Your answers remain confidential and are used exclusively by your assigned advisor to assist you.
Our pro bono programs are subject to the availability of our advisors.
While financial planning is offered on a pro bono basis, investment management is subject to fees.
Abacus is only licensed to serve US residents at this time.
Disclosure: Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Abacus Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Abacus Wealth Partners, LLC unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus Wealth Partners, LLC is not an accounting firm. Please consult with your tax professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.
