Pro Bono Planning
We believe that financial health should be achievable for everyone, whether your net worth has one zero in it or ten. To this end, we offer free planning services for individuals who may not meet our account minimums, but could use some financial simplification and guidance.
We offer our pro bono services on an hourly basis every Thursday. During that hour, you'll have access to one of our advisors to ask questions and get advice on your specific financial situation. These hours are offered on a first come, first serve basis. While we're excited to meet with you and learn how we can assist you in getting on the right track, we are unable to help with the following:
Splitting assets as a result of a divorce
Specific investment recommendations
Pro Bono hours are offered on a first come, first serve basis. We will also ask you to sign a complimentary planning agreement with us prior to our meeting. Please us the calendar below to schedule a time. We ask that you give us 48 hours notice if you can't make it.