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, December 15, 2022
  • Thursday, January 19, 2023
  • Thursday, February 16, 2023
  • Thursday, March 16, 2023
  • Thursday, April 20, 2023
  • Thursday, May 18, 2023
  • Thursday, June 15, 2023
  • Thursday, July 20, 2023
  • Thursday, August 17, 2023
  • Thursday, September 21, 2023
  • Thursday, October 19, 2023
  • Thursday, November 9, 2023
  • Thursday, December 7, 2023

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.

Pro Bono Application
If yes, please list their name and relation to you
Agreement *
Household Limitation *
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