Pro Bono Financial Coaching

I am pleased to be able to provide pro bono financial planning for clients each year. This will include up to three sessions for free. Preference will be given for military or special needs families. You must indicate your household income and up to three financial topics in your application.

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I will choose one family or individual per quarter to offer pro bono (free) financial coaching services. Use the link below to apply. Deadlines to submit your application for each quarter are: March 1, June 1,  September 1, December 1. Scholarship winner will be notified by the end of the quarter and planning will begin the following month.