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The Future of Pro Bono Financial Planning Is Digital

By Matthew Iverson | October 7, 2021

Everyone should have access to a great financial planner, regardless of what their bank balance is.  I started working in fintech over 15 years ago because I wanted to make this happen. During that time, I’ve come to the conclusion that the best way to realize this is by scaling pro bono financial planning. And…

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50 Mile Rule Victory

By Matthew Iverson | February 12, 2019

A case study in advocacy coaching.

Behavioral Strategies

By Matthew Iverson | February 12, 2019

Intention-Action Gap theory.

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By ari | January 12, 2018

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