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.
​