We strongly believe in a future where all people can benefit from quality financial advice.

 

Source: https://nationaltoday.com/financial-literacy-month/

 

Haas Financial Group’s pro bono program offers us the opportunity to make a difference in the lives of individuals who might not otherwise be able to access financial planning services or may not be ready to hire a Certified Financial Planner (CFP). 

Our pro bono program is free, no-strings-attached financial guidance provided by a member of the Haas Financial Group team. These services will be delivered through pre-recorded and pre-printed content or through interactive group sessions on topics specific to the audience, with the option for personalized engagement to follow.   

 

Common areas we explore include: 

 

  • Debt Management - credit card and other debt

  • Expenses - how to create a budget and track spending

  • Cash Reserve - how much cash to keep in an emergency fund

  • Saving For The Future - pecking order of savings

  • Investing For The First Time

  • Types Of Insurance You Need (or don't)

  • Planning For A Child's Education

  • Buying A First Home

  • Overall Financial Wellness

Enter Resource Library

 

Featured Presentations

 

 

 

If you feel you are ready to explore a more comprehensive, personalized financial planning and investment management relationship, schedule a free 30-minute discovery call with us to see if there is a basis for an ongoing relationship.  While we won't get too deep, this call helps us both decide if our services are in line with the type of help you're looking for. If they're not, often we can still point you in the right direction.