Pro Bono & Community Outreach

FPA of Puget Sound Members & Pro Bono Opportunities

Are you interested in providing pro bono services? Our association is striving to connect interested FPA members with organizations in need of assistance.


The Benefits of Providing Pro Bono Services:

By opening up your company for pro bono services you help individuals and families who are striving to build assets and improve their lives. By sharing our professional expertise you are strengthening ties with your community while also:

  • Giving vulnerable members of our communities a helping hand
  • Gaining more professional experience 
  • Strengthening your company's visibility
  • Having the chance to report hours to the CFP® Board
  • Becoming a leader and inspiration for others in the industry

Looking for a Financial Planner?

If you are looking for a financial planner who provides pro bono services. Check out our Local Planner Search.

Local Planner Search

How to Participate as an FPA Member:

Update Your Profile & Show You Are Interested:

Join the FPA of Puget Sound Pro Bono E-List:

  • Login to your FPA of Puget Sound profile 
  • Hover over "My Features" in the top menu bar, mouse down, and select "E-Lists"
  • From this page, you can subscribe to or unsubscribe from "ProBono"
    • The "Subscribed" toggle adds or removes you from the e-list
    • The "Email Delivery" toggle turns on or off email delivery of all e-list messages. The recommended setting is ON. If you turn this off, you will have to log in to your PFA of Puget Sound profile and click into each e-list to view new messages
    • You can select the e-list name to view a summary of all messages that have been sent to the list

If you are interested in a list of current pro bono opportunities, you can view the information below or you can reach out to our PR & Marketing Director, Sabrina BredaCFP® and she would be happy to connect you with some of our active opportunities.


Learn More By Reviewing Our PowerPoint

In the summer of 2021, FPA of Puget Sound hosted a free informational webinar on pro bono financial planning. Catch up on anything you might have missed by reviewing the PowerPoint below. 

Download ProBono Power Point

Community Outreach: Current Opportunities

Participate in FPA's community outreach. Listed below are current opportunities FPA offers for a financial planner to volunteer their time and expertise. Please read more to learn about helping cancer patients and military veterans with their financial needs.


Financial Planning Association, The Foundation for Financial Planning & CENTS


As cancer costs have skyrocketed, physicians have begun to treat the severe financial distress associated with a cancer diagnosis as a new health problem, coining the term “financial toxicity.” The Financial Planning Association, the Foundation for Financial Planning, and the nonprofit CENTS are teaming up to respond to this problem.

By committing to volunteer your financial planning assistance you will help ensure patients and their caregivers/families are prepared to manage their spending and maintain a healthy financial situation during cancer treatment and beyond. 


The Commitment

We have tailored our program to fit into your busy schedule. We are asking you:

  • To take on three cancer patients or their caregivers a year
  • Meet with the patient/caregiver up to three times over the course of a year

 


Your Role

This is a volunteer opportunity. You do not have to be an expert on everything, nor do you have to implement the plan. You can help a patient/caregiver:

  • Create and/or examine their budget and balance sheets
  • Troubleshoot/anticipate financial challenges 
  • Organize their finances, track/cut expenses, and manage debt
  • Contemplate credit decisions and new uses of their assets
  • Examine life and disability insurance questions
  • Refer them to appropriate resources/assistance (that we will provide to you)

Training

To prepare you for the program, there are two short online trainings:

  • Training 1 (50 mins) is FPA’s boot camp for helping low-moderate income clients that you do not need to take again if you have completed it previously. You can earn one hour of CFP® credit for this training. The training can be found online: portal.kaplanfinancial.com/partner/FFP-ProBono
  • Training 2 (45 mins) is the Cancer E-Learning Module. This training includes an overview of the Financial Planning for Cancer Program as well as helpful notes for when working with cancer patients/caregivers. You can earn one hour of CFP® credit for this training. 

For more information please email [email protected] or call 206-267-7017. 


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Seattle Times Money Makeover Series

 

We are looking for a financial advisor who would be willing to work with Jenny Cunningham at the Seattle Times to provide content for the Money Makeover Series.

This is a wonderful opportunity to spotlight either you as a financial planning practitioner or to highlight your company as one who provides thoughtful, pro bono advice within the community.


How It Works:

Several meetings may be required and the planner will be asked to provide a written plan and recommendations to both the participant and Jenny Cunningham, the Seattle Times columnist.

The article will appear in the Seattle Times with the planner's photo in the print version. Details on the participant are listed below. The potential planner will need to complete the financial plan a month in advance.

The Seattle Times is looking for a planner that is preferably fee-only or fee-based. Also, the planner should have held the CFP® designation for at least 3 years and have no disciplinary actions against them. Seattle Times would also prefer planners who do financial plans on a regular basis. Additionally, you must be a current member of the FPA.

Please email Sabrina Breda at [email protected] if you would like to volunteer and send her your answers to the questionnaires below:

*If you have previously sent a questionnaire for a volunteer opportunity, please update your information and send in a new questionnaire as the Seattle Times needs your most up-to-date information.


Questionnaire:

  • Are you fee-based or fee-only?
  • If fee-based, what percentage of your income comes from fees?
  • How long have you had your CFP designation?
  • Have you had any disciplinary actions by SEC, NASD, state agencies, insurance commissioner's office or any other organizations?
  • How many have full financial plans have you completed in the last 12 months?
  • Would you be completing the plan or will an assistant or back-office complete the plan?
  • Do you have time in the next 6 weeks to complete a financial plan for the article?
  • If you are affiliated with a broker/dealer, which broker/dealer are you affiliated with?
  • Will your broker/dealer allow your name and article to be published without having the phrase "Securities provided by (name of your broker/dealer)" included in the article?
  • Again, are you certain that your broker-dealer is okay with this rule and have you checked this out with them before submitting a request to participate?
  • Have you requested to participate in one of these Seattle Times articles before?
  • Have you worked on an article with the Seattle Times before? If so, when?
  • Are you a member of the FPA? 
  • If so, how many years?
  • Have you volunteered for the Junior Achievement program, Seattle Times hotline, or Financial Planning Week events? If so, when?

Important Note: The Seattle Times will not publish this phrase and will not provide any contact information about the planner or their broker/dealer firm. Seattle Times will also not allow you to review the article before publication, which is quite typical of media. No exceptions to this. We have had issues with this with a few planners who wanted to review the article after they had completed a plan (and right before publication).  Please be very aware of this rule so as not to jeopardize this program. Please do not request to do this if you are not comfortable with this setup. Email Sabrina with your questionnaire now.

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Additional Resources