Please prepare your questions in advance the time goes by quickly. Tips for your meeting: Your planner is available to discuss your financial matters and questions such as retirement planning, saving, banking, budgeting, general money management, investments, and more. Prior to your appointment, you will receive a Google calendar invite with a link to your Zoom meeting with a Certified Financial Planner ®️. Once you have booked your appointment for a specific date and time, you will receive a system-generated confirmation. Step 2) After successfully completing the above Letter of Engagement, you will receive an email with a link to book your 30-minute appointment with a Certified Financial Planner ®️. Step 1) Click on the following link to Review, Sign and Submit the FPA Letter of Engagement for Pro Bono Financial Services To make your appointment, click here.įinancial Counseling via Zoom with a Certified Financial Planner ®️Īre you facing financial difficulties? Do you have credit or debt problems? Learn how to improve your credit, manage your debt, find resources in a financial crisis, and make progress toward your financial goals. This appointment is for a specific date and time the counselor will contact you as the appointment approaches, and call you at the appointed time. Make a 30-minute appointment to speak with them about your current financial situation, including general money management, budgeting, saving, banking, retirement planning, and more. In this financially difficult time, our counselors are now available by phone. Learn how to improve your credit, manage your debt, find resources in a financial crisis, and make progress toward your financial goals. Are you facing financial difficulties? Do you have credit or debt problems? Sign up for a remote session with the Financial Coaching Corps (FCC) of the Community Service Society.
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