Pro Bono Planning Matters: A Firsthand Account

You're a Financial Planner, Now What?

The Foundation for Financial Planning has been expanding access to pro bono planning for over 25 years, helping people in need benefit from quality financial advice. Through their Pro Bono for Cancer Campaign, they’ve partnered with the FPA National and Family Reach to provide free financial planning to help families cope with the extraordinary financial burdens that come with a cancer diagnosis.

In this episode, Hannah Moore, CFP®, spoke to Raven, a client of Family Reach, Robert Sharer, the volunteer advisor who worked with her, and members of all three of the collaborating agencies about their mission, outcomes, and how you can get involved to give back through pro bono work.