• A Special Thank You to Our Veterans and Volunteers

    Sgt. Tony Doyle’s life was forever changed when he was severely injured while on tour in Iraq. Watch his family’s incredible story of courage and resilience, and discover how pro bono financial planning helped them reach financial freedom.

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    Giving pro bono financial advice can provide hope in these divided times

    This has been a crazy year. The election divided the nation as the candidates argued over who could best champion the interests of the middle class, especially those who are struggling economically and feel left behind by…

  • Britepaths

    Grantee Spotlight: Britepaths, formerly Our Daily Bread

    Generally, our clients are the “working poor”– they work but have low incomes and could not otherwise afford the expert financial advice that we provide. When they arrive [to our Financial Counseling Clinics], they are often despondent, and…

  • danquote

    Why I Give

    Dan Moisand CFP® Moisand Fitzgerald Tamayo, LLC                  

  • Family Greeting Military Father Home On Leave

    Conquering Debt

    “As veterans, we don’t have a lot of resources. We tend to rack up a lot of debt which outstrips our ability to repay.  I appreciate how the pro bono planner really cared about me, listened and created…

  • Woman_Christa

    New Life, New Home

    Christa knew she had to remove her daughters from a bad situation at home – one that surrounded them with substance abuse and violence. When she picked up and moved her family to a new city, she discovered a program…

  • Disabled person

    Helping Wounded Warriors

    Scott was hit by a roadside IED while on patrol in Sadr City, Iraq in 2008. His body has mostly healed but his wife has had to stop working to provide the nearly 24/7 care required, as Scott…

  • Couple Working on Bills

    Simple Steps to Financial Security

    “Thanks to the help we received from our pro bono financial planner, my husband and I have finally paid off our cars and reduced our debt – all achieved by refinancing our home at a lower interest rate. We…

  • senior women small

    A New Boost in Confidence

    “We had done quite a bit of research into long-term financial planning, but we were still lacking the confidence to feel fully capable and competent in that area in our lives. My sister and I attended a Financial…

  • bobquote

    Why I Give

    Bob Oros, HD Vest Investment Services