Pro Bono Financial Planning Services
We believe in offering more access to quality financial advice and peace of mind around money.
Our pro bono sessions are designed to provide education and guidance on one to two high level topics. During a 45-minute phone session, an advisor can help clarify the steps you can take to help 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
Apply for our Pro Bono Program
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 [Abacus] is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Abacus and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Abacus 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 is not an accounting or legal firm. Please consult your tax or legal professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.
