Give Back – Volunteering

FPA pro bono is a way to give back to our community while providing financial guidance to people in need or crisis. Through pro bono service you can connect with members of the FPA chapter, and help our profession forge an identity of caring for our society’s financial well-being. For new financial planners, it is a way to build your planning skills.
Oregon Beyond The Yellow Ribbon serves those who serve our country. Beyond The Yellow Ribbon works with the service members in the Oregon National Guard and their families. Oregon National Guard units have served around the world on both humanitarian and military missions. We help support that guard members and their families with Pro Bono 1-on-1 engagements.
  Bradley Angle’s mission is to serve all people affected by domestic violence. They provide those experiencing – or at risk of – domestic violence, with safety, education, empowerment, healing, and hope. This often includes financial education and counseling, which is where pro bono financial planners can help.
  The mission of Innovative Changes is to help people build their long-term financial health, and a society where all people have access to safe, affordable financial products and services and the ability to use them well. We work with Innovative Changes, among other groups, to put on Financial Empowerment Clinics, all day events in which multiple social services and community groups pool resources to get the under-served connected to the services that can help prevent economic calamities and get folks on the road to financial security and success.
  Junior Achievement of Oregon and SW Washington is a nonprofit organization that partners with schools and businesses to provide business, economics and life-skills programming for youth. We participate in their annual Bowl-a-thon event, their biggest fundraiser of the year, every spring.
   Financial Beginnings is a Portland-based nonprofit that provides age-specific curriculum and teaches youth how to adeptly navigate banking, credit and insurance and responsibly manage their personal finances. We support their mission and encourage planners to consider volunteering to teach with them.

 

Who can participate?

All FPA members may participate. For individual consultations, you must be a CFP®, or be a CFP® candidate working under the supervision of a CFP®. Allied professionals may provide services in their area of expertise, and all members can help with organization and outreach.

What services can I offer?

  • Seminars and workshops for individuals and families:
    • Basic financial literacy
    • Budgeting
    • Debt management
    • Understanding insurance
    • Building savings
    • Customized programs
  • Seminars and workshops for staff of partner organizations
  • Individualized counseling 

Make a difference

Many people think of financial planning as something for the wealthy or for active investors. In fact, it’s much more than that. Financial planning involves all kinds of everyday money matters, such as designing a household spending plan, managing credit card bills, choosing insurance policies or refinancing a mortgage.  Financial planning means setting and reaching goals, now and in the future. It means getting one’s financial life organized and working. From insurance claims and taxes to paying for children’s education and planning for retirement…an FPA volunteer can help qualified pro bono clients with all kinds of needs. When you help a pro bono client you can help change a life.

Get involved!

To get involved, contact Oregon & SW Washington FPA by clicking here. Provide us with your contact information and one of the committee members will contact you. Please review the attached FPA pro bono guidelines in the links below. These are documents that you will need to review and execute with a pro bono client during your consultation.

Jessica Richey
Pro Bono Director Email
FPA ProBono Guidelines

National FPA Pro Bono Program