The Certified Financial Planner (CFP®) Board of Directors awarded Sage Financial Solutions, Inc. a grant to fund a pilot project that will provide financial literacy training and unbiased, comprehensive financial advice to community based organization staff and their constituencies.

Volunteer financial planners will provide one-on-one financial planning for the staff of two San Francisco Bay Area community organizations, then train the staff member to identify when their clients could benefit from financial planning support.  Volunteers will provide financial literacy workshops and individual planning for the agency clients.  Email Us for periodic updates on this project.

Visit the CFP® Board of Directors website at www.cfp.net for information about all of the grantees.

A man is called selfish not for pursuing his own good, but for neglecting his neighbor's.