Minnesota Pro-Bono Financial Planning Referrals

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

Prepare + Prosper (P+P) partners with the Minnesota Financial Planning Association's group of volunteer financial planners. We will take this referral and pass along to those volunteers. This process may take up to 3 weeks. If this referral doesn't appear to be appropriate for a volunteer financial planner, someone from P+P will email you.

Email *

Which of the following topic(s) are you interested in covering in a one-time conversation with a pro-bono certified financial planner? *

I want help developing a retirement savings plan.

I am nearing retirement and need help figuring out distribution options.

I want to determine appropriate life insurance policies

I have inherited assets and I’m not sure how manage them.

I want to talk to someone about a 529 College Savings plan.

Other:

Required

Please share more about the specific topic(s) you want to discuss with a free certified financial planner. This detail will be passed along ahead of any meeting.

First + Last Name

Phone number

Best way to reach you?

Phone

Clear selection

Best time to reach you

Morning

Afternoon

Evening

Clear selection

Send me a copy of my responses.

Submit

Clear form

Never submit passwords through Google Forms.

reCAPTCHA

Privacy Terms

This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy

Forms