FPA of Orange County is Offering Free VIRTUAL Financial Planning

Virtual One-on-Ones

In this time of economic turmoil, FPA of Orange County’s Certified Financial Planner™ professionals are offering no cost virtual one-on-one financial planning sessions. We can help you with:

• Covid-19 Relief • Budgeting • Debt Management
• Insurance/Work Benefits • Investment Management • Tax Management
• Beneficiaries/Estate Planning • College Expense Planning

 

There will be NO SELLING of any investment products or services. Meetings will be done online.

Schedule

Meetings must be scheduled a minimum of two days in advance and will be limited to 45 minutes. Your volunteer financial planner will email you with any additional information you will need for your meeting, including video conference details and any reference material. You may cancel or reschedule your meeting at any time.

Webinars

FPA of Orange County has developed a free webinar series: Essentials of Financial Literacy. This educational series is comprised of four 1-hour webinars:

Designing a Budget to Achieve Financial Success

Building Credit and Managing Debt

The Importance of Saving and Investing

The Basics of Home Ownership and Protecting Your Assets

 

Upcoming Webinar Schedule

Designing a Budget to Achieve Financial Success – Saturday, May 1st: 10:00 – 11:00 am

Building Credit and Managing Debt – Saturday, May 8th: 10:00 – 11:00 am

The Importance of Saving and Investing – Saturday, May 15th: 10:00 – 11:00 am

The Basics of Home Ownership and Protecting Your Assets – Saturday, May 22nd: 10:00 – 11:00 am

Register

Only one registration is required for all events. Feel free to attend any or all sessions. After registering, you will receive an email containing information about joining the webinar. If you do not have the Zoom App on your computer or mobile device, you will be asked to download it upon entering the webinar.

Downloads/Resources

Nerd Wallet Budget Worksheet PDF CFPB Credit Report Review Checklist PDF
Nerd Wallet Budget Worksheet xls Building Wealth – Federal Reserve Bank of Dallas (Spanish) PDF
Goals Worksheet PDF Building Wealth – Federal Reserve Bank of Dallas (English) PDF
Goals Worksheet xls
Debt Management Worksheet PDF
Debt Management Worksheet xls
Balance Sheet PDF
Balance Sheet xls