Pro-Bono Financial Planning

*Currently reserved for those affected by the LA Wildfires

We believe everyone deserves access to quality financial guidance, especially during life’s most difficult moments. If you’ve been impacted by the LA wildfires and need help thinking through your financial next steps, we’re here for you.

What to expect.

Schedule a complimentary 50-minute phone session with one of our advisors. We’ll focus on one to two of your most pressing financial questions and help you identify clear next steps. Common topics include:

How to budget and manage cash flow
What insurance you need (or don’t)
Tax implications and next steps
How to align investments with your goals
Connecting your finances with your life plans
Overall financial wellness

Request a session.

Fill out the form below and we’ll reach out to schedule a time. No preparation needed—just come with your questions.

Pro-Bono Request Form

Please submit the form below, which will help make our conversation more productive. After you complete it, we'll reach out to schedule a virtual introduction. We look forward to meeting you!

First Name

Last Name

Phone Number

Birthday

Do you have a spouse, partner, or significant other that should be included?

Yes

(For the best planning experience, meeting attendance by all parties is preferred.)

First Name (spouse)

Last Name (spouse)

Email (spouse)

Birthday (spouse)

What state do you live in?

Annual household Income (joint income if including a spouse)

Total savings (including retirement accounts)

Total debt

What's your biggest financial concern or question you'd like answered?

What information or action item(s) would you like to have by the end of the meeting?

Is there anything else we should know?

How did you hear about LifeSighted?

Checkbox Field

I confirm I was directly impacted by the January 2025 LA Wildfires

Checkbox Field

I agree to the LifeSighted Pro bono Participant Agreement.

Click here to review the LifeSighted Pro-bono Participant Agreement

By providing your email address, you'll be subscribed to receive periodic emails and financial education from LifeSighted. You can unsubscribe from them at any time.