Pro Bono

Financial Planning Association Pro Bono

Pro Bono Committee of the FPA of NENY



The FPA of NENY’s pro bono program seeks to help people in need achieve financial stability. We target individuals and families in the greater Capital Region who are underserved and/or in financial crisis and have a desire to better their financial situation. Through ongoing partnership with community based organizations, we empower their clients through one on one counseling and financial literacy workshops.

Why join the Pro Bono Committee?

Across the country, FPA members are helping people who need financial planning assistance but cannot access it. They may be fleeing from a domestic abuse situation, struggling to escape from homelessness or addiction, or they may be striving to emerge from a low-income paycheck-to-paycheck merry-go-round by saving toward an education or a business.

Our volunteers help by providing sound, objective advice free of charge and not linked to any sales or promotion of products or services. As stated in our mission, our desire is purely to help people in need achieve financial stability.

Pro bono services are offered to clients of social service partner agencies or community-based organizations (CBOs) that work with working poor, unemployed, and financially illiterate publics. Services include customized workshops, financial literacy programs, and one-on-one coaching programs based on the needs of the CBO. Workshops are typically conducted onsite at various partner locations. Some organizations may also refer clients that need individual planning services.

Volunteering as an FPA® Pro Bono Committee member is a great way for financial planners to give back to their communities. It’s also a great way to help our profession. Pro Bono activities increase public awareness of financial planning, build bridges with community leaders, strengthen a chapter’s esprit de corps and attract new members. It also helps individual planners develop their own planning knowledge and skills.


The committee encourages new members to gain experience through a process of training, observation, and hands-on experience. Prior to working with the Pro-Bono committee, we encourage the following steps:

  1. A one-hour video viewing online followed by an online quiz yields one CE for CFP® certificates, required to be added to the chapters Errors & Omissions insurance coverage.
  2. New members gain valuable experience and they often start by observing an experienced planner conduct a workshop or an individual financial planning session. Pro Bono service can also count towards the work requirements needed to obtain a CFP®.
  3. Join the Pro-Bono committee meeting on the second or fourth Friday of the month to learn more about committee, how you may be able to help, and how you can get started. It is possible to participate via conference call or in person, RSVP to Pro Bono Director Maria Natarelli.


We offer the following services:

  • Seminars and workshops for individuals and families:
    • Basic financial literacy
    • Budgeting
    • Debt management
    • Insurance
    • Building savings
    • Customized programs
  • Seminars and workshops for staff of partner organizations
  • Individualized 1 on 1 counseling

Pro Bono Partner Organizations

Junior Achievement of Northeastern New York

Junior Achievement is the nation’s largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Junior Achievement’s programs—in the core content areas of work readiness, entrepreneurship and financial literacy—ignite the spark in young people to experience and realize the opportunities and realities of work and life in the 21st century.

Interested? To discuss or volunteer, please contact us.

CA$H Coalition

CA$H Coalition of the Greater Capital Region is a coalition of community partners representing non-profit human services, the IRS, local government, businesses, faith based organizations and volunteers dedicated to promoting financial stability for individuals in the Capital Region. CA$H leads the Volunteer Income Tax Assistance Program:

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. Interested in volunteering? To discuss or volunteer, please contact us.

Legal Hand 518

Legal Hand 518 is a group of highly trained community volunteers, who are not lawyers, that provide free legal information, assistance, and referrals to help people in need resolve issues that affect their lives in areas like housing family, immigration, domestic violence, public benefits and more. They work towards resolving issues before they turn into legal actions. To discuss or volunteer, please contact us.


YWCA of the Greater Capital Region, Inc. is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all. The YWCA gives women and women with children a second chance and a fresh start, by providing transitional and permanent housing combined with 360° of support in order to empower them to be able to achieve their goals and to become self-sufficient. YWCA-GCR staff can coordinate a variety of supportive services, such as financial literacy, job readiness training, education development and TASC preparation, clothing, food and make referrals for mental health, chemical addiction treatment, and advocacy. To discuss or volunteer, please contact us.

Military Families

Financial Planning for Military Families
Planning for Military Families

FPA of NENY is proud to serve active and retired members of the military. contact us.

The Northeast PGRC addresses problem gambling by:

    • Increasing public awareness of problem gambling
    • Connecting clients with treatment, recovery, and support services
    • Working with the gaming industry to promote responsible gambling
    • Promoting healthy lifestyles that foster freedom from problem gambling

These services are available to individuals, families, and communities struggling with gambling-related problems regardless of their ability to pay. Services are also multilingual to ensure that all communities’ needs can be met.

Impacted by Problem Gambling?  Call (833) 437-3864 – All calls are confidential

Capital District Women’s Employment & Resource Center (WERC) 

Since 1988, WERC has provided quality workforce development services to more than 10,000 women from the Capital Region, specifically, Displaced Homemakers, helping them to successfully find or improve their employment. Each year more than 300 program participants receive more than 2,700 services at no cost to them, including career readiness and computer training, job search and placement assistance, and ongoing supportive services until and after they find employment.

Displaced Homemakers are women who have lost their source of support due to divorce, separation, or their spouse’s job loss, disability or death. Single mothers or women who are pending loss of public assistance benefits also participate in WERC’s training programs.  All services are designed to assist each program participant in improving her ability to successfully find and retain employment in a competitive job market.  Displaced Homemakers need to find adequate support for themselves and/or their families. Please call (518) 242-8249 for more information and/or to register for our workforce development classes.

More Information

For more information on our ongoing events and services, please contact Pro Bono Director Maria Natarelli.