While we believe that every individual and family may benefit from financial planning services, we also know that not everyone can afford to pay the fees.
If you are facing a serious financial situation, such as the loss of a job, and have limited funds, we might be able to help.
Please email (email@example.com) or call 908 789-1100 and speak with us about your situation. If we think we can help, we’ll invite you to come in for a no-cost appointment.
We have three requirements to those who take advantage of our pro bono services: (1) If you’re married or in a committed relationship, both parties must attend the meeting, (2) You have to bring in all pertinent financial information, and (3) You have to come in with an open-mind, prepared for a wide-ranging conversation.
In the end, our goal is to help you to have a productive outcome.