Funding our heroes: pro bono clients
We are looking to bring in one new pro bono client in 2024, and we can’t wait to meet you!
As part of our Generosity Plan, we’re committed to offering pro bono financial planning services to radical changemakers who are looking to implement a long term financial plan that allows them to continue and magnify their work. Our pro bono process is a slightly simplified version of our Personal Financial Planning process, and you’ll work with an associate financial planner overseen by our senior financial planner and CEO. You can learn more about our Fit Process here.
A GREAT FIT IS…
Doing work focused on social change and anti-racism in service of the collective good
Accountable, motivated, responsive, and ready to take action
Available to engage in the process and ready to implement changes
WHO ISN’T A FIT?
Folks with the means to hire a financial planner
We’re planning to invite our new person by end of March, if you don’t hear from us please stay connected through social + our newsletter.
Is this you or someone you know? we’d love to connect!
We suggest this form be completed by the potential new client.