FPA Utah Pro Bono

The FPA of Utah Pro Bono program seeks to help people in need achieve financial stability. We target individuals and families who are underserved and/or in financial crisis and have a desire to better their financial situation. Through ongoing partnership with community based organizations, we empower their clients through one on one counseling and financial literacy workshops.

Why Should I Volunteer?

Across the country, FPA members are helping people who need financial planning assistance but cannot access it. They may be fleeing from a domestic abuse situation, struggling to escape from homelessness or addiction, or they may be striving to emerge from a low-income paycheck-to-paycheck merry-go-round by saving toward an education or a business.

Our volunteers help by providing sound, objective advice free of charge and not linked to any sales or promotion of products or services. As stated in our mission, our desire is purely to help people in need achieve financial stability.

Pro Bono services are offered to clients of social service partner agencies or community-based organizations (CBOs) that work with working poor, unemployed, and financially illiterate publics. Services include customized workshops, financial literacy programs, and one-on-one coaching programs based on the needs of the CBO. Workshops are typically conducted onsite at various partner locations. Some organizations may also refer clients that need individual planning services.

Volunteering as an FPA® Pro Bono Committee member is a great way for financial planners to give back to their communities. It’s also a great way to help our profession. Pro Bono activities increase public awareness of financial planning, build bridges with community leaders, strengthen a chapter’s esprit de corps and attract new members. It also helps individual planners develop their own planning knowledge and skills.

FAQ's

What is the FPA Pro Bono Program?

Who is eligible for Pro Bono Services?

Who manages the Pro Bono program?

How is Pro Bono financial planning defined?

What is the difference between Pro Bono advice and other programs?

What's the difference between Pro Bono and Public Awareness?

Who is eligible to participate in the FPA Pro Bono Program?

If I don't advise, is there something else I can do?

Can I provide Pro Bono Advice to a group instead of an individual?

How should a chapter determine who is "eligible for public benefits"?

Why is FPA using an income limit to determine the eligibility of Pro Bono clients?

Can I provide Pro Bono advice to some with higher income limits?

How do we help disaster, military, or other services based groups?

What is a "Mini Plan?"

Can I use Pro Bono in order to develop my business?

These questions are guidelines only, and not requirements for participation in FPA’s national pro bono program. As separate 501(c)(6) organizations, FPA chapter affiliates may adapt programs to the unique needs of their own community. FPA has developed guidelines solely for the purpose of setting priorities at the national level, and to provide quality assurance to our national partners in the administration of pro bono programs around the country. FPA reserves the right to review and approve in advance the use of any programs and materials containing FPA’s logo or trademarks.

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