Pro Bono Financial Planning Services

Now accepting applications for 2024!

We understand the importance of financial well-being for everyone and we are committed to making a positive impact on our community through our Pro Bono Financial Planning Services for those who cannot afford the services of a qualified financial advisor.

Our Mission

Financial advice is critical for all income and asset levels. Unfortunately, when someone cannot afford a financial advisor they are left to “free” commission based services that expose this person to financial advice from someone without a Fiduciary duty which risks even further financial hardship.

At Scholar Advising our mission is to Educate, Empower, and Encourage. Our Pro Bono program extends this mission beyond our clients to empower individuals and families facing significant financial hardship with the knowledge and tools they need in their quest for financial stability.

What We Offer

1. Financial Consultation

Our pro bono financial planning services begin with a comprehensive financial consultation. During this session, we will assess your current financial situation, discuss your goals, and identify areas where we can provide assistance.

2. Budgeting and Saving Strategies

We work with you to create a personalized budget that aligns with your financial goals. Our team will provide guidance on effective saving strategies to help you build a secure financial future through short term savings and prioritization.

3. Debt Management

If you’re dealing with debt-related challenges, our financial planners will develop a customized debt management plan to help you regain control of your finances.

4. Investment Guidance

We offer advice on smart investment strategies tailored to your risk tolerance and financial objectives. Our goal is to help you make informed decisions that align with your long-term financial goals.

5. Retirement Planning

Planning for retirement is crucial, and our team is here to guide you through the process. We’ll help you understand different retirement options and create a plan for financial security during your retirement years.

Eligibility Criteria

Our Pro Bono Financial Planning Services are designed to assist individuals and families facing financial hardships. To be eligible for our pro bono services, applicants must meet certain income and asset criteria. We prioritize those who may not have the means to access traditional financial planning services. Our goal is to extend a helping hand to those in need, empowering them to achieve financial stability and pursue their long-term goals. If you have questions about eligibility or need further clarification, please don’t hesitate to contact our team. We are here to support you on your journey toward financial well-being.

How to Apply

1. Submit an Application: Complete our online application form to provide us with some initial information about your financial situation and goals.
2. Initial Consultation: Once we receive your application, our team will reach out to schedule an initial consultation. This meeting is an opportunity for us to understand your needs better.
3. Financial Planning Sessions: If you meet the eligibility criteria, we will work with you through a series of financial planning sessions to address your specific financial concerns and goals.

Get Started

Take the first step toward a more secure financial future. Apply for our Pro Bono Financial Planning Services today and let Scholar Advising help you navigate your financial journey.