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| Financial Planning Association, The Foundation for Financial Planning & CENTS |
As cancer costs have skyrocketed, physicians have begun to treat the severe financial distress associated with a cancer diagnosis as a new health problem, coining the term “financial toxicity.” The Financial Planning Association, the Foundation for Financial Planning, and the nonprofit CENTS are teaming up to respond to this problem.
By committing to volunteer your financial planning assistance you will help ensure patients and their caregivers/families are prepared to manage their spending and maintain a healthy financial situation during cancer treatment and beyond.
The Commitment
We have tailored our program to fit into your busy schedule. We are asking you:
- To take on three cancer patients or their caregivers a year
- Meet with the patient/caregiver up to three times over the course of a year
Your Role
This is a volunteer opportunity. You do not have to be an expert on everything, nor do you have to implement the plan. You can help a patient/caregiver:
- Create and/or examine their budget and balance sheets
- Troubleshoot/anticipate financial challenges
- Organize their finances, track/cut expenses, and manage debt
- Contemplate credit decisions and new uses of their assets
- Examine life and disability insurance questions
- Refer them to appropriate resources/assistance (that we will provide to you)
Training
To prepare you for the program, there are two short online trainings:
- Training 1 (50 mins) is FPA’s boot camp for helping low-moderate income clients that you do not need to take again if you have completed it previously. You can earn one hour of CFP® credit for this training. The training can be found online: portal.kaplanfinancial.com/partner/FFP-ProBono
- Training 2 (45 mins) is the Cancer E-Learning Module. This training includes an overview of the Financial Planning for Cancer Program as well as helpful notes for when working with cancer patients/caregivers. You can earn one hour of CFP® credit for this training.
For more information please email [email protected] or call 206-267-7017.
| Seattle Times Money Makeover Series |
We are looking for a financial advisor who would be willing to work with Jenny Cunningham at the Seattle Times to provide content for the Money Makeover Series.
This is a wonderful opportunity to spotlight either you as a financial planning practitioner or to highlight your company as one who provides thoughtful, pro bono advice within the community.
How It Works:
Several meetings may be required and the planner will be asked to provide a written plan and recommendations to both the participant and Jenny Cunningham, the Seattle Times columnist.
The article will appear in the Seattle Times with the planner's photo in the print version. Details on the participant are listed below. The potential planner will need to complete the financial plan a month in advance.
The Seattle Times is looking for a planner that is preferably fee-only or fee-based. Also, the planner should have held the CFP® designation for at least 3 years and have no disciplinary actions against them. Seattle Times would also prefer planners who do financial plans on a regular basis. Additionally, you must be a current member of the FPA.
Please email Sabrina Breda at [email protected] if you would like to volunteer and send her your answers to the questionnaires below:
*If you have previously sent a questionnaire for a volunteer opportunity, please update your information and send in a new questionnaire as the Seattle Times needs your most up-to-date information.
Questionnaire:
- Are you fee-based or fee-only?
- If fee-based, what percentage of your income comes from fees?
- How long have you had your CFP designation?
- Have you had any disciplinary actions by SEC, NASD, state agencies, insurance commissioner's office or any other organizations?
- How many have full financial plans have you completed in the last 12 months?
- Would you be completing the plan or will an assistant or back-office complete the plan?
- Do you have time in the next 6 weeks to complete a financial plan for the article?
- If you are affiliated with a broker/dealer, which broker/dealer are you affiliated with?
- Will your broker/dealer allow your name and article to be published without having the phrase "Securities provided by (name of your broker/dealer)" included in the article?
- Again, are you certain that your broker-dealer is okay with this rule and have you checked this out with them before submitting a request to participate?
- Have you requested to participate in one of these Seattle Times articles before?
- Have you worked on an article with the Seattle Times before? If so, when?
- Are you a member of the FPA?
- If so, how many years?
- Have you volunteered for the Junior Achievement program, Seattle Times hotline, or Financial Planning Week events? If so, when?
Important Note: The Seattle Times will not publish this phrase and will not provide any contact information about the planner or their broker/dealer firm. Seattle Times will also not allow you to review the article before publication, which is quite typical of media. No exceptions to this. We have had issues with this with a few planners who wanted to review the article after they had completed a plan (and right before publication). Please be very aware of this rule so as not to jeopardize this program. Please do not request to do this if you are not comfortable with this setup. Email Sabrina with your questionnaire now.
Additional Resources
- Financial Education Network Directory
- Learn more about additional resources and tools