S.W.Y.M One-On-Ones

Smart With Your Money One-On-Ones bring nonprofits, government organizations and financial professionals together to offer confidential financial education tailored to each participant.

These one-on-one meetings are free to attend and open to the public. Thanks to the Foundation for Financial Planning, you can speak with a pro bono CFP online from home.

Appointments are available mornings, afternoons and evenings Monday through Friday, and select Saturday mornings.

To volunteer as a financial professional, contact Paul Lim. For general clinic information, email info@sdflc.org.