Causes: Human Services
Mission: The foundation for financial planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.
Programs: The foundation for financial planning is the only organization that is solely focused on one objective - supporting the delivery of quality, pro- bono financial planning by connecting financial planners directly with those in underserved communities. We believe that financial planning matters. It allows people to make better financial decisions. However, not everyone has access when they need it. Since 1995, the foundation for financial planning has provided grants to successfully connect financial planners with members of underserved communities to provide pro-bono financial advice. Our grants are awarded to support the underserved, which includes military members, veterans, victims of disasters, low- to moderate-income families and many others.