Free Financial Planning for Camp Fire Survivors (June, Aug 2019)

Free Financial Planning for Camp Fire Survivors
(Oroville and Chico)

Certified Financial Planner (“CFP“) volunteers and the Financial Planning Association of Northern California Pro Bono Committee are offering free financial planning sessions for fire survivors.  A CFP® will provide free (no strings attached) and objective financial advice addressing your biggest concerns and decisions.  These one-hour sessions are focused on advice–not sales pitches.  If there is interest,  more Financial Planning Days may be scheduled.

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Financial questions often arise around:
Budgets ~  Investments  ~  Taxes*  ~  Insurance

A question as simple as “Should I rebuild my home after the fire” touches on all of these areas.

• “How will the home rebuild impact my ability to save for the future?”
• I paid off my mortgage and now rates are higher. Can I afford this rebuild?
• Higher rebuilding costs mean I can’t really rebuild what I had, what trade-offs should I consider with a rebuild/retirement/college for my children/other goals?
• “What are the tax consequences of selling the property and moving?”*
• “Where should l keep my insurance proceeds while I work on the rebuild plan?”

Pro Bono CFPs  can help those in the community work through questions like these and more in a safe environment.  This article from the New York Times further describes the benefits of having an independent financial sounding board when making financial decisions.

All Pro Bono volunteers sign a pledge not to solicit business or hand out business cards. They are here to serve. All advice is free.

The consultation is for one hour. A full financial plan is not created in an hour. This is a safe environment to explore questions and options. Follow-up with specialized experts may be necessary.

*While Certified Financial Planners have some general tax knowledge, specific disaster-related tax questions should be directed to a tax professional who is experienced in such matters.

• Saturday, June 29, 2019 – 1pm – 5pm, Chico Public Library (1108 Sherman Way, Chico)
  To book a 1hr appointment:  https://calendly.com/fpd/chico
• Saturday, Aug 31, 2019 – 1pm – 5pm, Chico Public Library (1108 Sherman Way, Chico)
  To book a 1hr appointment:  https://calendly.com/fpd/chico

Brought to you by the Financial Planning Association of NorCal Pro Bono Committee: probono@fpanc.org

Prior sessions:

• Saturday, May 11, 2019 – 1pm – 4pm – Oroville Public Library (1820 Mitchell Ave, Oroville).

Neighbors Together ~ Strong & Resilient posts events as a service and does not provide any advice or endorse any service provider or agency.