Free one-on-one financial planning advice and educational workshops. No strings attached.
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"I just went with some general
questions and got some great
insight. I liked that there were
no pushy sales people."

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"I was able to sit down with all of
my financial information and have
an expert tell me where I was doing
well and where I could improve."

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"We greatly enjoyed
talking to financial
planners one-on-one
in a no-pressure

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Free, one-on-one personalized
financial advice.

Free financial workshops.

No strings attached!

Come to a Financial Planning Day in your area
and get free, one-on-one advice from
Certified Financial Planner professionals on
a wide range of personal finance topics:

  • Budgeting
  • Credit & Debt
  • Investing
  • Retirement
  • Taxes
  • Homeownership
  • Estate Planning
  • Insurance
  • Employee Benefits
  • Education Savings
  • Small Business
  • … and many more!

You can also attend informative classroom workshops addressing key areas of financial planning.

Best of all, it’s all free and there are no strings attached! Volunteering financial planners will not sell products or services, give out business cards or follow up with you after the event.

Hear from Financial Planning Day attendees:


In honor of the fifth anniversary of Financial Planning Days, we have answered your financial planning questions in a blog post. Learn more.

We want to thank all attendees and volunteers who participated in 24 Financial Planning Days nationwide in 2014.

Information about 2015 events will be posted on this website as dates and locations are confirmed.

St. Paul, Minnesota
Twin Cities Financial Planning Day
October 17, 2015
Virginia Beach, Virginia
Virginia Beach Financial Planning Day
November 7, 2015