Pro Bono

FPA of Central Ohio offers a range of pro bono initiatives throughout the year. Through these programs, members have the chance to offer valuable financial guidance that empowers individuals to build a stronger financial future.

If you would like to get more involved, please reach out via email to our Director of Pro Bono, Wendy Keeler, at wendy@tri-oakpwm.com.


Upcoming Pro Bono Opportunities

1:1 Support with New Directions Career Center

Location: VIRTUAL via Zoom

Share your expertise and help a neighbor build a stronger financial future. Sign up for 30-minute, 1:1 financial guidance sessions virtually with the New Directions Career Center. It is a rewarding way to support others make a real difference with cash flow management, debt strategies, and education funding.

Please note that you must be a CFP® to participate.

 

Upcoming volunteer hours are available on:

  • Wednesday, July 22, 2026

    • 11:00AM, 11:30AM, 12:00PM, 12:30PM, 4:00PM, 4:30PM. 

 

SIGN UP FOR 1:1 CONSULTATIONS

 


About Pro Bono Programs

New Directions Career Center (NDCC) Annual Financial Literacy Class

In partnership with New Directions Career Center (NDCC) and Working in Support of Education (MoneyW!se), FPA of Central Ohio proudly hosted the 4th Annual Financial Literacy Class in March 2026.

At NDCC, 45–55% of the women served have experienced domestic violence, and 25% have faced homelessness. This initiative provided an important opportunity for our members to give back by sharing their financial expertise with these resilient individuals.

In person sessions were held at New Directions Career Center in Columbus, Ohio

Check back for 2027 dates to be announced!

New Directions Career Center (NDCC) MoneyW!se Program

Financial literacy programs are effective in helping domestic violence survivors and at-risk women increase their financial knowledge, build their confidence about managing their finances, and improve their financial behaviors. Yet, despite the compelling evidence, there is a scarcity of relevant financial education programing. In the most recent annual “Domestic Violence Counts” census, 400+ DV
service providers report that financial assistance and education are unmet needs. 

We created MoneyW!SE in 2009 to address this need. Through the program, we offer a multiple session course on personal finance. In the first session, participants take our pretest to benchmark knowledge prior to instruction; on the last day, they take the W!se Financial Literacy Certification Test. Those passing become Certified Financially Literate – a credential that can help them in their search for work.

We provide clients who register in a MoneyW!SE course with:

  1. 90-120 minutes of instruction for 10-12 sessions
  2. Lesson materials, available in English and Spanish
  3. W!se’s Pretest and Certification Test
  4. The W!se CFLTM credential when they pass the Certification Test
  5. The CFLTM Certificate for clients who pass the Certification Test and the Certificate of Completion for all.
  6. An end-of-course recognition ceremony to celebrate clients’ achievement and hard work
  7. A light dinner for clients and their children prior to each class
  8. Childcare during each class

Instruction by Volunteers:
We work with volunteers who deliver the classroom instruction. Volunteers present each class covering different personal finance topics including goal setting and budgeting, credit repair and debt management, insurance, investing, rent or buy, taxes, wills, kids and money, banking, paychecks, retirement planning and course review. W!se provides activity worksheets and PowerPoints for every class.

Moneywise 2022 pic