Tutorial: Meet One-on-One with a CERTIFIED FINANCIAL PLANNER™
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Get matched with a pro bono CFP® to create a financial plan and achieve your goals. You will co-design a personalized plan and receive ongoing support by meeting multiple times with your financial planner as you implement your plan. There’s no catch—the advisers can’t sell you anything or take you as their client. They're just there to listen and help. Appointments are generally available on weekdays throughout the day, with occasional weekend options. Sign up to answer some questions and view current openings. It only takes five minutes to sign up, so you have a plan to: Pay off debt sooner Figure out investing Plan for retirement Save for the future Boost emergency savings Eligibility: Participants must have savings under $250,000. Singles must earn less than $100,000, and married couples less than $150,000. Para conectarse con los CFP de habla hispana que trabajan como voluntarios a través de Advisers Give Back, regístrese aquí .
