Meeting Preparation Checklist for Low-Income Clients

1. Confirm the date, time, and location of the meeting with the sponsoring organization. Ask the sponsoring organization or client to contact you at least 24 hours in advance if the pro bono client needs to reschedule. If possible, get together with the client at the sponsoring organization's location to hold your meeting. That environment will probably be less intimidating to the client.
   
   
2. Learn as much as you can about the client from the sponsoring organization. Ask about the client's personal situation, what brought them to the sponsor, what their main financial need is, what type of information might be beneficial for the client, etc.
   
   
3. Once you know more about the client's particular situation, ask the sponsoring organization to contact the client with a list of relevant items to bring to the first meeting. Consider the following:
   
   
• Pay stubs for the last four weeks
• Last year's tax return
• All current bills, such as utilities, back taxes, child support payments, car loans, etc.
• A list of all debts, including the interest rates, total amounts owed for each debt, and phone numbers/addresses of each lender
• Any government agency correspondence regarding benefits
• Names and phone numbers of other pro bono advisors (attorneys, tax preparers, etc.) or government/nonprofit agency contacts the client may already be using
• Any other documentation that might be helpful in this particular situation


4. If there might be compliance issues with your volunteer work, contact your firm's compliance personnel and discuss your plans. Complete the appropriate paperwork, if any, in advance of doing the pro bono work.
   
   
5. Familiarize yourself with the forms, checklists, and worksheets on the Low-Income Client Resources/Handouts Page. Based on whatever information you can gather from the sponsoring organization about the pro bono client, download and print out the appropriate handouts from the Low-Income Client Resources/Handouts Page. In case you do not get a chance for additional meetings, you're better off coming over-prepared with handouts you think might be of benefit to a typical client of the sponsoring organization.
   
   
6. Print out a copy of the Making a Spending Plan and Understanding how a Pro Bono Financial Planner Can Help worksheets. Almost all low-income clients can use this material.
   
   
7. Become familiar with the resources and operating procedures of the sponsoring organization. You can best support its work by adopting its philosophy of client interaction and intervention.
   
   
8. Ask the sponsoring organization for a list of local resources it relies upon for meeting client needs. These could include names and telephone numbers of human services agencies, government housing programs, employment agencies, banks and credit unions, food banks, and other institutions in your area that can assist low-income clients.
   
   
9. Bring a pad of paper, pencils or pens, and a calculator to the meeting.
   
   
10. Consider your attire for the meeting. Talk with the sponsoring organization to see what other volunteers normally wear; try to mirror that dress code so that the client will be more at ease.
    
    

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