Funding our heroes: pro bono clients

As part of our Generosity Plan, we’re committed to offering pro bono financial planning services to radical changemakers who are looking to implement a long term financial plan that allows them to continue and magnify their work. Our pro bono process is a slightly simplified version of our Personal Financial Planning process, and you’ll work with an associate financial planner overseen by our senior financial planner and CEO. You can learn more about our Fit Process here.

When applications are open, we’ll share a form to apply here.

A GREAT FIT IS…

  • Doing work focused on social change and anti-racism in service of the collective good

  • Accountable, motivated, responsive, and ready to take action

  • Available to engage in the process and ready to implement changes

WHO ISN’T A FIT?

  • Folks with the means to hire a financial planner

IN THE MEANTIME: