Pro Bono Financial Planning Services

Everyone deserves quality financial advice and peace of mind around their money.

Everyone wants to know they have enough. Everyone would like to align their values with their money. Abacus offers pro bono financial services to get you closer to achieving both.

Through our pro bono program, hundreds of individuals and families have access to the highest standard in fiduciary advice, the same high level provided to each one of our paying clients.

Abacus hosts pro bono financial planning days once a month. During your 45-minute phone session, an advisor will help you clarify the steps you can take now to achieve your most important life goals. Common areas we explore include:

  • How to track your spending and create a budget
  • 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 20, 2022
  • Thursday, February 17, 2022
  • Thursday, March 17, 2022
  • Thursday, April 21, 2022
  • Thursday, May 19, 2022
  • Thursday, June 16, 2022
  •  Thursday, July 21, 2022
  • Thursday, August 18, 2022
  • Thursday, September 15, 2022
  • Thursday, October 20, 2022
  • Thursday, November 17, 2022
  • Thursday, December 15, 2022

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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