Help people and families as a volunteer adviser.
Passed the CFP® professional exam? Help by phone, at times you set, through our nonprofit.
- Questions from you or your compliance team? Talk to us first.
- Haven’t passed the exam? See other ways to take part.
Volunteers have held 2,800+ first meetings.
They include advisers from Corient, Wealthspire Advisors, Focus Partners and Altair Advisers. See who’s on our board.
- 200+advisers matched with clients so far
- 9 in 10clients surveyed felt more confident after a first meeting
How we count
These are all-time national figures from our impact dashboard as of September 21, 2026, rounded down. It updates every week. We count each adviser once they’ve been matched with a client. We count every first meeting. 536 clients answered a survey after a first meeting, and 91.6% said they felt more confident.
Three steps to your first client.
Apply online
Tell us about your experience.
We check your record
We verify your credentials and public SEC or FINRA record. Then an orientation gets you ready.
You meet clients, pro bono
You meet as often as you both find useful, always as their fiduciary. You can’t sell or promote anything, or take them on as paying clients.
You give the advice. We handle the rest.
The matching. We match you with people who’ve asked for help.
The prep. Before each meeting, you see the client’s sign-up answers, including their top goal in their own words.
The phone line. Calls go through our line, so you never see a client’s number.
Other ways to take part.
- At a partner firm? Meet clients at its pro bono days and community events. Ask us how to join.
- Firm not a partner yet? Bring us to your firm.
- Still studying for the exam? Apply as a mentee in our Mentorship Program.