Pro Bono

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 ( 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.