New Life, New Home

Woman_Christa

Christa knew she had to remove her daughters from a bad situation at home – one that surrounded them with substance abuse and violence. When she picked up and moved her family to a new city, she discovered a program made possible by a grant from the Foundation for Financial Planning. After completing the CNL and LPN programs, securing a new job, and beginning meetings with a pro bono financial planner, Christa was able to repair her credit, save over $2,000, purchase a new home, and build a new life for herself and her children.

Helping Wounded Warriors

Disabled person

Scott was hit by a roadside IED while on patrol in Sadr City, Iraq in 2008. His body has mostly healed but his wife has had to stop working to provide the nearly 24/7 care required, as Scott still struggles with basic tasks. After being matched with a home through Foundation partner Homes for Our Troops, Scott connected with a volunteer financial planner. During the first meeting, Scott and his wife were excited to learn that they would have real expert help in getting their finances back on track.  “We are just blown away by the support and guidance we got from our financial planner and see for the first time in a long time a brighter financial future.”

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Simple Steps to Financial Security

Couple Working on Bills

“Thanks to the help we received from our pro bono financial planner, my husband and I have finally paid off our cars and reduced our debt – all achieved by refinancing our home at a lower interest rate. We no longer live week-to-week, and we no longer carry two pay-day loans. We have a clearer understanding of our finances and the steps needed to become financially secure.”

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A New Boost in Confidence

senior women small

“We had done quite a bit of research into long-term financial planning, but we were still lacking the confidence to feel fully capable and competent in that area in our lives. My sister and I attended a Financial Planning Day in Metro Washington, DC and found it immensely helpful. We have gained the confidence we need to save our money responsibly and effectively.”

Learn more about Financial Planning Days in your area.

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Why I Give

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Bob Oros, HD Vest Investment Services

$250,000 Plus Donors