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.

First Name*
Last Name*
Email*
Enter Email Confirm Email
Phone Number*
Marital Status*
Birthdate
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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