We believe that everyone can benefit from independent financial advice, but know that not everyone is able to pay our fees. As part of our mission to serve others, we have created four ways you can improve your financial life for no (or very little) cost.
How we select people, families or organizations for this program
We select clients from the list of applications based on whether or not we feel we can add value to the person’s life.
We might help you…
- Plan for retirement
- Create a savings plan
- Review your insurance policies
- Figure out whether to buy or rent a home
- Review your financial assets and/or insurance
- Pay off a significant portion of your outstanding debt Reduce stress and increase peace of mind
* We do not waive our fees for investment management. Our pro bono programs are subject to the availability of our advisors.