Pro Bono Planning

Latest From The Pro Bono Path

Building Something That Lasts

by John D. Anderson, CFP® | Jul 24, 2026

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...

I Tried To Give Away Free Financial Planning. Here’s What Happened.

by John D. Anderson, CFP® | Jun 23, 2026

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...