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EMPOWERING FAMILIES WITH FINANCIAL PLANNING

Kiplinger's Personal Finance

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February 2025

Through her pro bono work, this CFP provides free help with budgeting, saving and more.

- EMMA PATCH

EMPOWERING FAMILIES WITH FINANCIAL PLANNING

Tell us about your job and your volunteer work.

I am a certified financial planner, a certified public accountant and the director of financial planning at Signify Wealth, which helps professional and collegiate athletes manage their wealth. I also volunteer with a nonprofit called Britepaths, which operates in northern Virginia and provides short-term safety-net services to our neighbors in need-people who have low or middle incomes-while empowering them to work toward long-term selfsufficiency. Britepaths pairs me with an individual or a family, and I provide them free help with financial planning. I typically work with them from about six to nine months.

What motivated you to start doing pro bono work?

Kiplinger's Personal Finance से और कहानियाँ

Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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Kiplinger's Personal Finance

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time to read

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