GoWealthPro built and donated a version of Personal Financial Index® to help the Foundation for Financial Planning with their pro bono planning initiative.
The Foundation for Financial Planning has announced that GoWealthPro has provided its support to the Foundation for Financial Planning with the contribution of its Personal Financial Index® (PFI) technology for use in pro bono outreach activities benefiting underserved populations. The support will assist the Foundation in reaching out and sharing its mission and message to more financial planning and services professionals throughout the nation. Access to GoWealthPro’s PFI is assisting the Foundation in their ongoing support of a wide range of projects across the U.S. that offer free financial advice through non-profit groups serving those not traditionally served by the marketplace, including low- income families, military personnel and victims of disasters. Click here to download the full release.