The Financial Planner Experience Every CFP® professional who participates in the Financial Planning for Cancer program can eliminate financial stress and empower cancer patients to overcome the financial barriers of their diagnosis. We equip them with the tools and resources to be successful.
Implementing a seamless process In order to create a fulfilling, accessible program for financial planners, we worked with FFP and FPA to develop a simple yet informative onboarding process to prepare CFP® professionals for the program. This includes: • Training program: Created in partnership with FFP and FPA, these online modules include a general Pro Bono Financial Planning Volunteer training and Financial Planning for Cancer training. They detail the volunteer program, list out responsibilities and expectations, and prepare planners to work with clients who are facing cancer. • Family Reach overview: Planners have a phone call with our Financial Planning for Cancer Program Manager to learn about the support Family Reach offers and further connect them to the organization’s mission and services. This pro-bono commitment is designed to be a short-term engagement with patients and their families. The goal is for the financial planners to equip clients with the tools and knowledge they need to feel confident managing their own finances moving forward.
Financial Planning for Cancer
Craig Cohn, CFP®, California
11
