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...
Foundation for Financial Planning
Latest From The Pro Bono Path
The Conversations I Didn’t Expect
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...
Saying It Out Loud: And What About Diversified?
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...
Digging Deeper: Why Pro Bono Financial Planning Is My Next Mountain
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...