Pro Bono Financial Planning

Everyone deserves thoughtful financial advice and peace of mind around their money. That’s never been more true than in the midst of a crisis.  If you’ve been impacted by the coronavirus pandemic, we’re offering free advice to help you.
  • Sign up below for a free planning session

  • Look at the important checklists below

  • View the COVID-19 news interview with NorthStar Capital Advisors

  • 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 COVID-19 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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