About the Program:
WealthCare is a one-year program designed to assist EARN Saver alumni create and implement a financial plan. The alumni do this with the assistance of a FPA volunteer financial planner and an EARN coach.
What do the volunteers do?
FPA volunteer financial planners are asked to provide oversight, attend some meetings, and help on an as-needed basis for the entire year. Coaches are also volunteers and are often prior WealthCare students. The coaches are responsible for data gathering, all communication, coordination of meetings, plan creation using FPA software, and implementation.
Who should volunteer?
Relatively experienced FPA financial planners are needed as these WealthCare situations tend to be complex. Planners work in concert with the client and his/her coach during the first part of the one-year program providing guidance and financial planning expertise.
Meetings, which include the FPA volunteer financial planner, the coach, and the client, are structured as sequential three two-hour meetings in the first three months with a follow up at six months. Previous FPA volunteer financial planners estimate the time spent at about 20 hours, including all non-meeting preparation and communication time. Additionally, planners are asked to attend a 3-day coach’s training. This is helpful even though they are not expected to coach.
WealthCare volunteers practice their leadership skills, make new friends, and get the thrill of helping motivated participants excel!
How to get involved:
For more information about the FPA volunteer financial planner opportunity, please email firstname.lastname@example.org