The Pro Bono Path
Latest From The Pro Bono Path
Why financial triage sometimes matters more than sophisticated planning. A few weeks ago, I signed up for a CFP® compliance session offered through the Financial Planning Association (FPA). It landed in the middle of a quick family vacation, but we were only about two...
Last month, I wrote about patience, about volunteering to assist with free financial planning, about being ghosted and being impatient. The opportunities would come, I hoped, just not overnight. As an update, the patience paid off, and the pro bono program is...
How hard could it be to give away free financial planning? Harder than I expected. I’ll be honest. When I started reaching out to community-based organizations earlier this month, I expected momentum, excitement and to be in high demand. I’ve spent forty years in this...
I've been making calls I wouldn't have made six months ago, learning what it actually means to become a pro bono financial volunteer. That was one of the things I discussed in my last post (#4). Reaching out cold, asking for help, admitting you're figuring...
When I started writing about becoming a pro bono planner, I thought maybe a few people would read the first few posts. I didn't expect thousands of impressions, more than a hundred reactions, dozens of comments, texts, and DMs. No doubt, the largest response I've ever...
In my last post, I explored the idea behind pro bono financial advice and how that idea of a “Second Mountain” has started to resonate with me in a way it probably wouldn’t have a few years ago. At some point, though, those thoughts have to move beyond reflection. You...
The response to my first post about pro bono financial planning in this new direction was overwhelming to say the least. I heard from many friends and colleagues and believe me, I appreciate the support. More than one of you asked me to dig in deeper on...
After more than 40 years in financial services, I sat down and did the work. Not because I had to. Because I needed to prove to myself I was serious about where I want to go next. Last month, I passed the CFP® exam. I took the CFP test on March 23rd, not because I had...