Be Someones Hero, you have the power!

This is a Free service to Independent RIAs & Registered Reps who feel the responsibility to help those that wouldn't otherwise be able to afford the minimums for professional planning.

Online Data Gathering saves you time, begins their financial literacy journey with skin in the game.

Not Investment Management focused process.

This process is detached from your non-pro-bono planning software.

Get bitten by a radioactive bat from a distant planet while building a financial plan.

Click the button that says

Fill out the Form that initiates our workflow

Both the Advisor and Client will be sent access invites.

The Client will start filling out their Personal Financial Scenario

The Advisor will keep track and deliver advice through their Free Access Account

Why you should go Pro-Bono!

Large call to action headline

  • Benefit: Our products are delivered immediately
  • Feature: Explain the benefit of your products
  • Icon: Change the icons in the settings

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.


"The financial services industry must prioritize pro bono work to bridge the gap in financial literacy and ensure that all individuals have the opportunity to achieve financial stability." - Hussein Zaidi
“The financial services industry has a duty to serve all segments of society, not just the affluent.”
Hussein Zaidi

Our ProBonoPlan initiative builds upon our core mission by providing financial advisors free financial planning services to assist underserved communities and those who may not otherwise have access to professional financial advice. With our advanced scenario modeling capabilities, PlanTechHub's ProBonoPlan is uniquely suited to address the complex financial needs of individuals across all age groups and financial situations. Through partnerships with local organizations, financial advisors, and educational institutions, we strive to create a network of support that empowers people to take control of their financial futures.

Why Pro Bono Planning is Necessary

Financial literacy and planning are essential for economic stability and growth, yet many individuals and families lack access to professional financial advice due to cost barriers. Pro bono financial planning addresses this gap by providing free or low-cost advisory services to underserved communities, helping them build a secure financial future. The importance of pro bono planning is increasingly recognized in both media and practice, with a growing trend toward including pro bono hours in licensing renewals for financial professionals.

The Upward Trend in Pro Bono Planning

The significance of pro bono financial planning is gaining recognition, with an increasing number of financial professionals dedicating time to this vital service. The trend is supported by policy changes, media attention, and the growing acknowledgment of the social impact of financial literacy.

Pro bono financial planning is not only a growing trend but a necessary evolution in the financial services industry. As more financial advisors recognize the importance of social responsibility, the commitment to pro bono work has increased significantly. Many financial firms now encourage or require their advisors to engage in pro bono services, integrating these efforts into their business models and community outreach programs.

The impact of pro bono planning is profound, offering numerous benefits both to advisors and the communities they serve. Advisors who participate in pro bono work report higher job satisfaction, a deeper connection to their communities, and an enhanced understanding of diverse financial needs. Communities benefit from increased financial literacy, improved financial stability, and greater access to financial resources.

Why ProBonoPlan?

Scenario-Based Planning: Unlike investment-focused software, we emphasize scenario-based planning. This approach is particularly effective for pro bono work as it addresses a broader range of financial needs and life situations, providing holistic and practical financial guidance.

Age, Income, and Time Horizon Agnostic: Our software is the only software on the market designed to be completely age and income agnostic, allowing for detailed planning over extended periods. This enables pro bono advisors to create comprehensive financial plans for clients from all walks of life, considering long-term horizons with multiple moves and job switches.

Comprehensive and Holistic Approach: ProBonoPlan supports a wide array of financial scenarios, from basic budgeting to complex financial strategies, ensuring that all aspects of a client's financial life are considered.


Statistics and Research:

- CFP Board Report: In 2020, the Certified Financial Planner Board of Standards mandated 20 hours of pro bono service for license renewal, highlighting the increasing importance of pro bono work in the financial industry.
- Financial Planning Association (FPA) Survey: 67% of financial planners believe that pro bono work is crucial for improving financial literacy and stability in underserved communities.
- Consumer Financial Protection Bureau (CFPB) Study: Individuals who receive pro bono financial planning report a 25% increase in financial confidence and stability.
- Pro Bono Institute Report: There has been a 40% increase in pro bono financial planning services over the past five years.
- National Association of Personal Financial Advisors (NAPFA) Study: 74% of financial advisors now include pro bono hours in their annual service commitments.
- Foundation for Financial Planning: Over 80% of CFP professionals believe that pro bono services are essential to the financial planning profession's mission and impact.
- FINRA Foundation: Reports that financial education and pro bono advisory services significantly improve financial behavior and outcomes among underserved populations.

Quotes:

- "Pro bono financial planning is not just about giving back; it's about empowering individuals to take control of their financial future." — Financial Planning Expert
- "With the right tools, pro bono advisors can make a profound difference in the lives of those who need it most." — Sarah Williams, Financial Analyst
- "Pro bono financial planning is a powerful tool for social change, helping to close the financial literacy gap and build stronger communities."** — Mary Johnson, Financial Educator
- "Engaging in pro bono work helps financial professionals understand the diverse needs of their communities and develop more inclusive practices." — Michael Lee, Wealth Management Specialist
- "Pro bono work is essential to advancing financial literacy and creating a more equitable financial landscape." — John Smith, Certified Financial Planner

More of Our Innovative Software Capabilities

Scenario-Driven Modeling: Allows for precise financial planning tailored to immediate needs or part of a larger strategy.

Tailored Financial Solutions: Caters to unique financial situations, preferences, and risk tolerances.

Enhanced Financial Literacy: Empowers users to continually educate themselves on personal finance strategies through practical application.

Client Engagement Tools: Features interactive tools that enhance client engagement and understanding, making financial planning more intuitive and effective.

Comprehensive Reporting: Provides detailed, customizable reports that help advisors and clients track progress and make informed decisions.

Integration Capabilities: Seamlessly integrates with other financial software and tools, ensuring a smooth and efficient planning process.

User-Friendly Interface: Designed with simplicity in mind, making it easy for both advisors and clients to navigate and utilize the platform effectively.

Continuous Support: Offers ongoing resources and updates to ensure advisors are always equipped with the latest tools and information.

A Service of

Pages

Home
About Us
Contact Us
Our Products

Social

Facebook
Twitter
Instagram
Pinterest