Pro Bono Planners needed in your area!
The FPA has been matching Pro Bono Planners for Military Veterans to deliver free “no strings attached” financial planning information and education.
Training: If you have not done Pro bono Boot Camp please see for training information. Please also submit the pro bono training enrollment form via email to firstname.lastname@example.org.
Here are resources for Military Families that may assist you in working with your veterans.
With the military pro bono outreach there is typically:
Contact us if you have any additional questions.
- Initial communication with the organization to establish the relationships between the planner and the veteran
- Planner and veteran meet to establish their goals
- Contact with veteran as needed and indicated by their non-profit organization (phone, face to face, or electronically) with the veteran to discuss the goals: especially of savings to pay property taxes and home insurance as many of these programs will deed a house to the veteran.
- The planner would notify the military non-profit organization after contacts occur. Please note: The responsibility of sharing the details and progress of your sessions are the responsibility of the veterans, not the planners for confidentiality.
Noreen Coughlin & Denise Topf
For Financial Planning Association Pro Bono
& The Foundation for Financial Planning
Financial Education Network Directory
Please contact Kate Donnelly for more information about FPA of Puget Sound’s Pro Bono activities.