FOUNDATION FOR FINANCIAL PLANNING INC
Powering Pro Bono Financial Planning
Programs and results
What we aim to solve
Pro bono financial planning can change lives, giving people in serious need a chance to achieve financial stability. Wounded veterans, domestic violence survivors, people with serious illness and many others can benefit enormously from the expertise of financial planners who volunteer their time and talent to provide free, quality financial advice. Studies show that individuals with cancer often face “financial toxicity,” manifested by a mix of severe economic stress, depression and anxiety that can worsen the underlying health condition. Even with private health insurance or coverage through Medicare or Medicaid, families are at substantial risk of financial catastrophe. These families experience not only a major increase in daily expenses, but often a significant loss of income due to patients’ and their caregivers’ inability to maintain full-time work. We believe that financial planning can help.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Pro Bono for Cancer Campaign
FFP’s Pro Bono for Cancer Campaign is raising funds to develop and support efforts around the country connecting cancer patients and their families to free, quality financial advice.
COVID-19 Financial Resilient Program
As the coronavirus pandemic leaves millions of Americans facing financial hardship, the Foundation for Financial Planning (FFP)’s role is more important than ever. The COVID-19 Financial Resilience Fund will support our efforts to deliver free financial planning and advice to those most impacted by this crisis.
Where we work
External reviews

Videos
Our results
How does this organization measure their results? It's a hard question but an important one.
Evaluation documents
Download evaluation reportsTotal number of grants awarded
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
The Foundation for Financial Planning is the only organization solely devoted to powering pro bono financial planning.
FFP focuses much of our grantmaking and other efforts on areas where we believe we can have the greatest impact, including programs for military and veterans, programs for people with cancer, and activating volunteers across the country. In 2016, we were proud to support efforts that benefited homeless women and their families, low-income homebuyers, military, domestic violence survivors and more.
FFP’s Pro Bono for Cancer Campaign is raising funds to develop and support efforts around the country connecting cancer patients and their families to free, quality financial advice. Our goal is to test, refine and grow outstanding program models so that this work can be replicated and scaled, eventually helping thousands of families across the country.
What are the organization's key strategies for making this happen?
FFP aims to mobilize the profession to adopt a tradition of pro bono service; increase financial capacity in order to grow our grant funding & program services; expand access to and impact of pro bono financial planning programs for at-risk individuals and families; and grow public awareness and visibility of FFP and pro bono financial planning.
What are the organization's capabilities for doing this?
Since our founding in 1995, FFP has funded pro bono programs in 39 states.
The pro bono work we make possible goes beyond financial literacy to provide one-on-one, free, quality guidance on people’s most challenging money issues. Our grants fund opportunities for personal interactions between volunteer financial planners and vulnerable people.
Through our nationally-driven programs, we award grants to a range of community-based and national nonprofits who serve these key groups and whose efforts can be replicated and scaled; Support the development of specialized program models, training tools, and more that can be shared among our grantees, establishing a “learning loop” that enables us to refine and improve programs over time; Help forge connections between volunteer planners interested in serving these groups and the nonprofit programs we support; Maximize the impact that pro bono financial planning can have on the unique challenges faced by these groups.
What have they accomplished so far and what's next?
Over our history, FFP has supported the delivery of free financial guidance to more than 500,000 people in crisis or need. We’ve awarded grants totaling over $8 million to national and community-based organizations in 38 states.
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization collecting feedback from the people you serve?
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How is your organization using feedback from the people you serve?
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With whom is the organization sharing feedback?
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Which of the following feedback practices does your organization routinely carry out?
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What challenges does the organization face when collecting feedback?
Financials
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Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
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- Analyze a variety of pre-calculated financial metrics
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Connect with nonprofit leaders
SubscribeBuild relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.
- Analyze a variety of pre-calculated financial metrics
- Access beautifully interactive analysis and comparison tools
- Compare nonprofit financials to similar organizations
Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.
FOUNDATION FOR FINANCIAL PLANNING INC
Board of directorsas of 10/21/2021
Ms. Kate Healy
Bernie Clark
Schwab Advisor Services
Alexandra Armstrong
Armstrong, Fleming & Moore, Inc.
Eric Grey
Capital Group
David Canter
Fidelity Investments
Terri Fiedler
AIG Financial Distributors
Ben Harrison
Pershing Advisor Solutions
Kate Healy
TD Ameritrade Institutional
Laura Tarbox
Tarbox Family Office
Dave Yeske
Yeske Buie Inc.
Anthony Svach
BlackRock
Eric Clarke
Orion Advisor Solutions, LLC
Jeff Concepcion
Stratos Wealth Partners, Ltd.
Marty Kurtz
The Planning Center
Jocelyn Wright
The Ascension Group
Ed Walters
Lincoln Financial Group
Steve Larson
T. Rowe Price Group
Yonhee Gordon
JMG Financial Group
Scott Kahan
Financial Asset Management
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.
Leadership
No data
Race & ethnicity
No data
Gender identity
No data
No data
Sexual orientation
No data
Disability
No data