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To help people take control of their financial lives by connecting the financial planning community with people in need, supporting pro bono advice and outreach activities along the way.
We believe that financial planning matters. It allows people to make better financial decisions. However, not everyone has access when they need it. The Foundation for Financial Planning is the only organization solely focused on supporting the delivery of pro bono financial planning. Since 1998, the Foundation for Financial Planning has provided grants to successfully connect financial planners with members of underserved communities to provide pro-bono financial advice. Our grants are awarded to support the underserved, which includes military members, veterans, victims of disasters, low- to moderate-income families and many others.
No other organization is doing this--which is why we’re so passionate about what we do.
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