rebel Financial Foundation’s Pro Bono

Help someone achieve their financial goals today! 

At rebel Financial, we want to help as many people as possible achieve their financial goals. Our pro bono financial services can help you find peace when it comes to understanding your finances, and get you set up to go for your financial goals, no matter where you are in life!

Learn more today about becoming a pro-bono client, sponsoring someone else’s appointment, or partnering with rebel Financial as we strive to impact our community for #peoplebeforeprofits.

Three service options to donate/sponsor for someone. 

Cash flow/debt management coaching

Speak with a certified financial education instructor to assess any current debt and/or cash flow concerns. Together, we’ll come up with a plan to help you take charge of your finances.

Full money coaching session

Meet with a Certified Money Coach to explore your relationship with money. Learn about the ways you are “hardwired” to think about money - your unconscious beliefs and patterns - to get to the root of common problems with financial choices and day-to-day habits. 

Retirement planning

Meet with a Certified Financial Planner ®, whose fiduciary duty means that they are legally obligated to act in your best financial interest. Talk about strategies to plan for success in retirement, including, but not limited to, the following:
  -When to claim social security
  -Maximizing your pension
  -Devising an investment strategy
  -Setting savings goals
  -Allocating your assets
  -Planning for taxes

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