Pathway to Prosperity

If you’re passionate about financial empowerment, we have an incredible opportunity for Certified Financial Planners® to make a real difference!
Tynesha, Project LIFT participant, and her daughters
Tynesha, Project LIFT participant, and her daughters

If you’re passionate about financial empowerment, we have an incredible opportunity for Certified Financial Planners® to make a real difference!

We are looking for volunteers to support families in our Project LIFTFamily Success Network and Renew Collaborative programs who are already committed to improving their financial futures.

Through our Pathway to Prosperity financial coaching program, families striving for stability will meet with a volunteer once a month for just three months — a total of only 8 hours of your time — but the impact you’ll have will last a lifetime. These families want to build a brighter future, and your guidance could be the key to helping them achieve financial confidence and security.

Why volunteer?

  • Transform lives – Your expertise can help families move toward financial prosperity.
  • Earn Continuing Education Unit – Certified Financial Planner® professionals can receive one continuing education credit.
  • Flexible commitment – Just one hour a month for three months.
  • Be part of a movement – This aligns with United Way’s commitment to financial empowerment across Greater Cincinnati.

 

Get started today!

To participate, you must be a Certified Financial Planner®, complete the form below and the pro bono training, which counts as one Continuing Education Unit credit.

Questions? Contact Kevin King at [email protected]













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