Every industry has events to raise awareness. Financial planning is no different.
Many associations host events that provide free financial planning.
It allows the community to help people that may not be able to afford working with a financial planner otherwise. Since financial planning is so key to a person’s life, it’s crucial to take advantage of free financial planning if you cannot afford to pay one.
One is during Financial Planning Day , where the public can meet, with a financial planner who is providing their services pro-bono for that day.
These are community events intended to raise awareness regarding the value that a Financial Planner provides.
The Financial Planners who are volunteering their time are all CFP (r).
Fiduciaries
They are fiduciaries so you will be able to get some pretty good advice, on a one – to – one basis, that, any other day, is not free.
These events only happen once a year, although they can happen more often, depending on the area you live in and the associations who are participating.
They are intended for anyone who would have some financial questions but cannot afford to work with a Financial Planner.
Next Step
Ready to take the next step and work with a fee-only CFP? Reach out to schedule a Discovery Meeting to learn more.