How financial advisors are helping people in need during pandemic

Raven Whitehurst was inspired to seek professional financial advice for the first time when she saw a notice on a bulletin board at the clinic where her 5-year-old son is receiving treatment for leukemia.

The pro bono guidance was offered through Family Reach, a non-profit organization offering financial advice to families facing a cancer diagnosis.

That organization had teamed up with the Financial Planning Association, a membership organization of certified financial planners, which offers a pro bono financial advice program to individuals and families who need it.

Whitehurst, 27, of Virginia Beach, Virginia, and a mother of four children ages 6 and under, said she wanted guidance on how to avoid the $30 overdraft fees she kept incurring.

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The advice she got through a CFP named Robert Sharer at the onset of the pandemic helped to change her life.

Together, they identified ways she could reduce her spending. Sharer also helped point her towards a bigger goal of home ownership to help get out of the high rent she was paying.

This past January, Whitehurst was able to achieve that goal when she bought a home.

“My finances are kind of limited,” Whitehurst said. “But with what I have, they really helped me get things in order to set me up for success.”

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Life-changing lessons

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