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Free Financial Planning

The Financial Planning Association of San Francisco Pro Bono Committee offers free financial planning sessions for fire survivors. These one-hour sessions are not sales pitches. If there is enough interest, they may schedule more.

From their Flyer:

Certified Financial Planner® volunteers are offering their time to help Rosa residents get back on their feet after the dramatic firestorms. If you have never worked with a Financial Planner, a recent article from the New York Times, describes the benefits of having an independent financial sounding board when making financial decisions.
All advice is free and no business cards will be distributed.

Saturday, May 12th, 10am-2pm, Ameriprise office, 611 Humboldt St .
Tuesday, May 15th, 6-8pm, Ridgeview Financial, 1955 Cleveland Ave, Suite 203
Saturday, May 19th, 11am-3pm, Sonoma Rebound, 353 College Ave
Saturday, June 2nd, 11am-3pm, Location in Santa Rosa to be determined
Saturday, June 9th, 10am-2pm, Ameriprise office, 611 Humboldt St
Saturday, July 21st, 11am-3pm, Ameriprise office, 611 Humboldt St

Book a 1hr appointment at

PDF of Flyer »

Neighbors Together SR does not provide any advice or endorse any service provider or agency. 

October 2017 Northern California Firestorm: Tubbs Fire in Santa Rosa: Coffey Park; Fountaingrove (Hidden Valley Estates (HVE) is lumped with FG); Larkfield-Wikiup-Mark West-Riebli; Rincon Valley-Deer Trail-Calistoga Rd; Bennett Ridge (Nuns/Annadel Fire) . . . See more . . . »

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