Welcome to
Project for Financial Independence

Information for the General Public

Information for Financial Advisors

Information for Charitable Organizations

General Public Home
Includes information on how to use the site if you are a member of the general public and need financial guidance.

What to Do if You Qualify

If you believe you may qualify for pro bono financial planning assistance, then follow these steps.

Consumer Resources

Financial Advisors Home
Information for Financial Advisors new to this site. This section of our Web site provides information on how to work with needy consumers who are facing many types of financial challenges.

FAQs for Financial Advisors
Answers to Frequently Asked Questions

Examples of Pro Bono Work

Registered Financial Advisors Login

Charitable Organizations Home
Includes information on how to use the site if you are a charitable organization providing pro bono assistance to individuals in need.

Registered Charitable Organizations Login

This part of this page is a work in progress.

Pro Bono Financial Planning:

All financial services professionals are encouraged to render public service. A financial professional may fulfill this responsibility by providing financial education or financial planning services for no compensation to people of limited means, or through public service or charitable organizations.

Why this Web site was established:

First, to signify the professionalism of the financial services community as a whole and of the many individuals who comprise this community. Second, to fulfill an obligation of the financial services community to serve all segments of the public. And third, to increase awareness and instill an understanding of the benefits of financial planning among all members of the public.