Been There Financial Planning believes that everyone deserves to receive professional financial advice.
Ten per cent of what clients spend goes to provide financial planning services to people that have trouble affording it. The ten percent is included in the price that clients pay, and is not an additional cost.
People making less than $40,000 as individuals or $50,000 as a family can apply to participate in this program, and can pay whatever they can afford. To apply send an email to: Solutions@BeenThereFinancial.com. We work with eligible clients and provide professional financial advice without the pressure to invest in financial products, such as mutual funds or insurance. We provide advice not products. There are a limited number of resources available to serve clients so there may be a waiting list to participate in this program.
