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.

  • Please view the NorthStar Pro Bono Participant Agreement here.

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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