Building Homes for Heroes
Since 2014, NAPFA has been in partnership with Building Homes for Heroes offering an exclusive pro-bono advising opportunity for NAPFA members to make a difference for disabled veterans and their families.
Through this partnership, CFPs provide one-on-one pro bono financial planning to disabled veterans who were gifted a home from Building Homes for Heroes. Many recipients are first-time homeowners and need a financial plan to ensure they can afford to maintain the property and pay the property taxes. The pro bono advisor meets with the veteran monthly for a year either in-person, by phone, or virtually. Advisor volunteers with the program are given access to trainings and resources to support providing pro bono financial planning to the veteran families.
The impact of a veteran and NAPFA advisor pairing is inspiring for both, as we see with Army Sergeant Jorge Sepulveda and NAPFA member, Holly Donaldson, CFP®:
“We veterans need help. It’s so important to get the financial guidance that a financial advisor can provide us. Holly challenged us to improve ourselves, to save money, and to make smart and savvy financial decisions. Building Homes for Heroes and the NAPFA Foundation are life changers.“
– Army Sergeant Jorge Sepulveda, Building Homes for Heroes recipient
“My basic ability to coach Mr. Sepulveda through saving, spending and now investing is all they really needed to give them confidence. The fact that I played a little part in that is very satisfying.”
– Holly Donaldson, CFP® NAPFA Member
There is a constant need for pro bono advisors to partner with veterans to assist with debt management, budgeting, savings, credit, credit scores, building trust, and overcoming emotional roadblocks. Interested in volunteering to serve those who have served our country? Contact the program coordinator, Jenna Hooks, at hooksj@napfa.org or use the link below to learn more.
10 years of Impact with Building Homes for Heroes: 2014 – 2024
- ·Over 300 veterans served
- 150+ CFP®s volunteered their expertise
- 519 reported meetings between veterans and advisors
- 592 hours of reported pro bono financial advising was received by veterans
- $133,200 of equivalent service was given, estimated at a rate of $225/hr
Check out this video of Army Veteran Jacob Schanck and family receiving their mortgage free home from Building Homes for Heroes.