In this episode, Jeff and Jon discuss: 

• Jon’s early experience working with clients in pro bono work and how it has aligned with his career.

• How the Foundation for Financial Planning assists those who may not otherwise have access to financial planning resources.

• Weaving personal finance lessons in throughout a child’s life.

• Most common financial challenges and solutions for those in vulnerable groups.

Key Takeaways: 

• A lot of coaching and mentoring in the programs provides good reinforcement and encouragement that can strengthen those in the program.

• Too many people don’t have a basic grounding in financial skills.

• The US financial landscape can be complicated with greater risk landing on the shoulders of the individual. Financial planning can assist with securing a financial future.

• Bringing in a financial advisor early, especially with medical diagnoses, can help to ensure plans are in place to best financial prepare you in the event of a challenge.

"My concern is that folks are not prepared for [the increased risk on the individual]. They don’t have the education, they don’t have the information, they don’t have an easy way to access an expert advisor." —  Jon Dauphiné