By selecting the checkbox below, I certify that the individual receiving this financial plan is a pro bono client, defined as someone who is receiving financial planning services free of charge due to their financial hardship, inability to afford traditional financial planning services, or other valid circumstances.

I acknowledge that ProBonoPlan and affiliated financial professionals reserve the right to review provided data to ensure compliance with typical pro bono standards. I understand that should the data suggest otherwise, the financial planning services may be reevaluated.