Pro Bono Financial Planning

Everyone deserves thoughtful financial advice and peace of mind around their money. We offer free advice to help anyone without the resources to hire a financial planner.

Sign up below for a free planning session
Look at the important checklists below
Be safe and be well

Schedule a 45-Minute Session

Through our pro bono program, individuals and families have access to the highest standards of fiduciary advice and financial planning.

Our pro bono sessions take place every Thursday (2-6 pm ET) and Friday (9-12am ET). To register, please complete the form below. The information you provide will be held strictly confidential. Once submitted, we’ll send you a special link to schedule your 45-minute session at a time that works best for you.

We look forward to assisting you.

First Name*
Last Name*
Email*
Enter Email Confirm Email
Phone Number*
Marital Status*
Birthdate
Date Format: MM slash DD slash YYYY
Will someone else be joining you during your pro bono call? If yes, please provide their name and relation to you.
Annual household income (in dollars)*
Total savings, including retirement accounts (in dollars)*
Total debt (in dollars)*
What is your biggest financial concern or question you'd like answered?*
What information or action item would you like to have by the end of the meeting?*
Is there anything else our advisor needs to know to properly serve you?
How did you hear about our pro bono program?*
Please view the NorthStar Pro Bono Participant Agreement here.
I agree to the NorthStar Pro Bono Participant Agreement.*
- Yes

Important Checklists

Actionable lists of essential planning opportunities to consider and work through:

What emergency relief options should you consider during the coronavirus-pandemic? (download here)
What issues should you consider if you lose you job? (download here)
What issues should you consider during a recession? (download here)

Dr. Chris Mullis, NorthStar’s Founding Partner, did an on-air interview with WCCB TV news anchor Drew Bollea discussing how people should think about their investments in the midst of a global panic induced by the coronavirus. (click image to watch video)

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