Additional Pro-Bono Volunteer Opportunities

Savvy Ladies

Savvy Ladies’ mission is to empower women to take control of their finances by providing a professional network of support & guidance, offering free financial advisors & educational programming to help women make informed & confident financial decisions.

Pro bono financial services can change lives, giving women in serious need a chance to achieve financial stability. Savvy Ladies looks to increase the number of Certified Financial Planner Professional pro bono volunteers assisting women on the Savvy Ladies Free Financial Helpline who are seeking guidance regarding their personal finances.

The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone consultations with a pro bono expert financial adviser who assists them with their self-identified needs. The majority of volunteers are CFPs™, but Savvy Ladies also accepts as Helpline volunteers professionals who are CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration).

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Our goal is to improve the financial wellbeing of all women.

- Stacy Francis, Founder of Savvy Ladies and 2018 NAPFA Consumer Education Foundation Pro-bono Award recipient.

Financial Planning for Cancer Program

Every day, people who are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival.

  • 37% cut back on groceries
  • 35% deplete their savings
  • 24% borrow against their retirement savings
  • Cancer patients are 2.65 times more likely to go bankrupt

The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit charity solely devoted to supporting the delivery of pro bono financial planning to people in crisis or in need, is focusing on addressing the complex and often overwhelming challenges that come with a serious cancer diagnosis. The Financial Planning for Cancer Program, developed in partnership with the Financial Planning Association (FPA) and non-profit Family Reach provides cancer patients and their caregivers with financial planning and education to help mitigate the financial risks associated with treatment.

The Foundation for Financial Planning is currently working with NAPFA to recruit volunteers for its program. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), then you have the opportunity to lend your skills and knowledge to help patients manage their finances so they can focus on getting well.

Please visit the Foundation for Financial Planning site to learn more and sign up today. For questions, please contact Rachel Roth.

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