Financial Planner (Alexandria Area)

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ORGANIZATION: Britepaths

Britepaths has an urgent need for Volunteer Financial Planners (FP), who will help adult individuals plan the use of their income, savings, and investments (if any). Clients are typically struggling with credit and debt issues. FPs will provide a one time, 45-60 minute counseling session to help clients examine their immediate financial situation and help them create a course of action to address concerns.

Clinics are held at United Community Ministries, 7511 Fordson Rd, Alexandria, VA 22306. This clinic is sponsored by Britepaths and UCM Alexandria . Financial Planners arrive between 6:00 - 6:30 pm to begin counseling clients. Plan for 2-3 hours of volunteer time per clinic. Learn more about this opportunity at: https://britepaths.org/node/123

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About Britepaths

Location:

3959 Pender Drive, Suite 200, Fairfax, VA 22030, US

Mission Statement

Britepaths' mission is to provide our neighbors in need with short-term safety-net services and empower them to work toward long-term self-sufficiency.

Description

In 2024, Britepaths is celebrating our 40th anniversary. Since 1984, we have provided help and hope to Northern Virginia residents facing economic crisis through programs to stabilize families, foster personal empowerment, and support the needs of children. Our life-changing programs equip individuals and families with the resources and skills they need to withstand a financial emergency and begin a journey toward lasting independence and thriving. We invite you to get involved with our work to help our Northern Virginia neighbors.

CAUSE AREAS

Community
Crisis Support
Education & Literacy
Community, Crisis Support, Education & Literacy

WHEN

We'll work with your schedule.

WHERE

7511 Fordson RdUnited Community MinistriesAlexandria, VA 22306

(38.753777,-77.08518)
 

SKILLS

  • Financial Planning

GOOD FOR

N/A

REQUIREMENTS

  • Background Check
  • 3 hrs per month, once or twice per year

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