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Adjusted for Risk: The Business Case for Pro Bono Financial PlanningAdjusted for Risk: The Business Case for Pro Bono Financial Planning

How advisors and clients alike can benefit from pro bono planning.

Ryan Nauman, Market Strategist

February 20, 2025

During this engaging and fun conversation Jon Dauphiné, CEO of the Foundation for Financial Planning, and Hannah Moore, founder and creator of Amplified Planning, share the different ways financial planners can benefit from providing pro bono planning services.

Hannah and Jon highlight some of the findings from their recent survey about pro bono planning while providing some great tips on how to start offering pro bono services.

They also discuss that it's not only the client who gains from pro bono planning services but also the financial planning firm.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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