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...
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...