For members and staff of
Send people who need help to an adviser in their corner.
Your members meet people every week who can’t afford advice yet. Volunteer advisers meet with them one-on-one, for free, and we run everything else. Here’s how to send them.
Not on the team? You can help too: send it to someone in one tap, or pass it on if an adviser has helped you.
52people have signed up through FPA of Puget Sound since 2025.Everyone who signs up through your page is counted for FPA of Puget Sound.
Your page
Share this address rather than our home page, so everyone who signs up is counted for FPA of Puget Sound.
Ways to spread the word
Start anywhere. Everything here is ready to use, and nothing needs a login.
- In your practiceWhat to say when money comes up
- Ways to say itReady-made lines for every season
- Send a messageWhatsApp, text or email, filled in
- Post an imageImages with your logo, and a caption
- Print and hand outThe flyer, handout cards and a QR code
- Website and newsletterWords to paste, and a link name people click
- Bring us inA staff briefing, a workshop, an event
- Reach furtherPartners, local leaders and local news
- Your members can volunteer, tooWho can volunteer, and how
When someone isn’t a fit yet
A warm handoff from an adviser is the strongest referral there is.
When to mention it
- A prospect below your minimums
- A friend or relative who asks for advice
- Someone at a Financial Planning Day who wants to keep going
- A client’s grown child, just starting out
- Someone you met at a community talk
What to say
I can’t take you on right now, but there’s a free service I trust: a volunteer financial adviser meets with you one-on-one and helps you make a plan. They can’t sell you anything. Sign up at advisersgiveback.org/fpa-ps.
Keep a few handout cards in your office for the people you can’t take on.
Who can sign up: For households earning under $100,000 a year, or $150,000 for a couple, with less than $250,000 in savings. You don’t need a job.
Ways to say it, and when
Pick the line that fits the moment. Each one is ready to copy, with your link.
- Any time
A plan for debt
Paying down debt? A volunteer financial adviser can help you make a plan you can stick to, for free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- Any time
Make the most of every paycheck
Not sure where your money goes? A volunteer financial adviser can help you make a plan for every paycheck, for free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- After a community talk
Your question, one-on-one
Classes answer general questions. An adviser answers yours. Meet one-on-one with a volunteer financial adviser, for free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- February to April
Tax time
Getting a refund, or owe more than you expected? A free volunteer financial adviser can help you make a plan for it. Through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- January
New year, new goals
Starting the year with a money goal? Get a financial adviser in your corner, for free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- Any time
Not just debt
Have a 401(k) or a Roth IRA and not sure what to do with it? A volunteer financial adviser can help with investing, too. Free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- Busy weeks and bad weather
From home
You don’t have to go anywhere. Your free meeting with a volunteer financial adviser is by phone, from home. Through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- Any time
Working, but stretched
Working hard and still stretched? You’re who this is for. Free, one-on-one help with money from a volunteer financial adviser, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- Financial Planning Days and resource fairs
Keep going after an event
Met an adviser at an event? Keep going. A volunteer financial adviser can meet with you more than once, for free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
- Graduation or a first job
Just starting out
Just starting out? It’s the best time to get advice. Meet a volunteer financial adviser, for free, through FPA of Puget Sound: advisersgiveback.org/fpa-ps
Send it in one tap
Pick an app and the message is filled in, with the link to the page made for the people you meet. Change anything before you send.
Images for social media
Each has your logo and ours. Pick one, then save it square for a post, or story size for Instagram and Facebook. The quotes are real clients’ words, first names only, shared with permission. Wide works for lobby screens, slides and the top of a web page.
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A financial adviser in your corner.Free, one-on-one help with money. No judgment, and nothing to buy.
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This program gave me clarity, structure, and confidence. Instead of feeling overwhelmed, I now feel like I’m on a real path forward, and I couldn’t be more thankful for the support.
Preyasi, a client
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He met me exactly where I was, without judgment, and helped me turn overwhelm into clarity.
Jennifer, a client
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This type of volunteer work helps to level the playing field for those of us who work hard yet may not have the means or accessibility to understanding finances.
Mary, a client
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She created an actionable plan for me, broken up into smaller tasks so everything didn’t feel so overwhelming.
Francesca, a client
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He explained things to me thoroughly and provided me with actionable and easy first steps I could take to improve my situation.
Hyatt, a client
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I feel that my adviser showed compassion, empathy and really wants to help me.
Michael, a client
A caption to post with them
Questions about money? Through FPA of Puget Sound, you can meet one-on-one with a volunteer financial adviser, for free. No judgment, and nothing to buy. advisersgiveback.org/fpa-ps
Make a short video
Advisers talking plainly about money is what people trust. Three ideas:
- “Why I volunteer”: one adviser, one minute, on a phone.
- “A question I hear all the time”: then, “you can ask a volunteer adviser, for free.”
- Show the flyer at your chapter event, and where to scan it.
Print and hand out
A flyer for the wall, cards people can take with them, and a QR code for anything you make yourself.
A flyer to print, in English and Spanish
Letter size: English on the front, Spanish on the back. Print it double-sided, or either side alone.
Handout cards, four to a page
Cut them apart, so people can sign up later, from home. Each card has its own QR code.
Where to put them
- At your chapter’s Financial Planning Days
- At community talks and pro bono events
- In members’ offices, for the people they can’t take on
Your website and newsletter
Paste this where your community reads. It links to the page made for them.
Free help with money, from FPA of Puget Sound and Advisers Give Back. Meet one-on-one with a volunteer financial adviser, at a time that works for you. The advisers volunteer to give back to their community, and every one is a fiduciary, which means they must put your interests first. It’s free, there’s nothing to buy, and FPA of Puget Sound won’t see what you share. Start at advisersgiveback.org/fpa-ps.
Name the link in plain words
People look for help with money, not for “financial literacy.” Any of these works as a link or a button:
Where it works best
- Your chapter newsletter
- Your website’s pro bono or community page
- Members’ own social posts
Bring us in
You don’t have to do this alone. Book a time with us and we’ll plan it together.
A talk at a chapter meeting
We’ll show members how to refer people, and how to volunteer as an adviser.
A table at your event
Resource fairs, tax-help days, Financial Planning Days: we’ll bring materials and, when we can, a volunteer adviser.
A workshop by a volunteer adviser
Pick a topic the people you meet ask about: a paycheck, credit, taxes, investing basics. We find the adviser, and we can record it so you can share it, whole or in short clips.
Book a time with us or email [email protected]
Reach further
People act on a word from someone they already trust. These groups can carry it further than any flyer.
Local leaders
Council members, supervisors and other local officials share resources in their newsletters and posts, and people trust them. Send their office this.
A free resource for the people you serve: through FPA of Puget Sound, people can meet one-on-one with a volunteer financial adviser, for free. No judgment, and nothing to buy. advisersgiveback.org/fpa-ps
Local news and community media
Neighborhood papers, radio and Spanish-language outlets reach people who may never see your website. The Spanish side of the flyer and a Spanish sign-up are ready.
Your members can volunteer, too
Members who are CFP® professionals can volunteer as advisers. Email [email protected] and we’ll walk them through it.
What’s working for other partners
- Cards at every Financial Planning Day, for people who want to keep going.
- A link in the chapter newsletter, every quarter.
- Members keeping cards in their offices for people they can’t take on.
Got help from an adviser? Pass it on.
The best thing you can do is tell one person who could use it. Send this, or say it in your own words.
I got free help with money from a volunteer financial adviser through FPA of Puget Sound. If money’s on your mind, you can sign up too: advisersgiveback.org/fpa-ps
Questions from your team? Email [email protected] or book a time to talk with us.