GIVING BACK (It's in our DNA)

We believe in business as a force for good within our community.

That's why we offer pro bono financial planning.

Everyone deserves access to financial guidance.

As we strive to be a force for good in our community, we offer our expertise to those who may not normally be able to afford working with a financial advisor. TruMix Advisors designed a special pro bono program we like to call EQUALITY FOR ADVICE. It was designed to support those in need and help with their financial lives.

We host pro bono financial planning sessions throughout the year. During a 45-minute phone or video call session, an advisor will help triage the most urgent financial questions you have. Common areas we discuss may include:

  • Tracking your spending and creating a budget
  • Saving for the future and building an emergency fund
  • Renting versus buying a home
  • Preparing for an elderly parent’s care
  • Planning for a child’s education
  • Dealing with the loss of a spouse
  • Paying off credit card debt
  • Managing student loan debt
  • Maximizing work benefits
  • Overall financial wellbeing

Schedule Your EQUALITY FOR ADVICE Session

Please contact us at to request a registration form. 

Once the form is submitted, we will reach out to schedule your session. Limit 1 session per household.

Your information remains confidential and will solely be used by your advisor to assist you. We do not sell your data.

For the best experience, please be prepared with your questions along with information about your finances.

We look forward to assisting you.

Our EQUALITY FOR ADVICE program is subject to the availability of our advisors.
While we try to help all that apply, in order to best serve those who are truly in need, we reserve the right to refer you to other services if you can afford to pay for financial advice.