Pro-Bono Financial Planning

*Currently reserved for those affected by the LA Wildfires

Schedule a 50-Minute Phone Call

Pro-bono sessions are intended to provide education and guidance on one to two high-level questions. We will help clarify the next steps you can take to achieve what’s most important to you. Some of the common topics we explore include:
  • budgeting
  • insurance
  • taxes
  • investments
  • connecting finances with life plans
  • overall financial health (i.e., will I have enough?)
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!

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

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