Support Military personnel with pro bono financial coaching

2013 Training Dates

  • Returning Volunteers – January 16 (4-7 pm) or January 17 (7:30-10:30 am).
  • New Volunteers – January 15 (9 am – 4 pm) or January 19 (9 am – 4 pm).

View 2013 Military Volunteers 2013 Tax Letter

If you are interested in attending the next training session in your area to see whether this might be the right volunteer role for you, please contact FPA MA Chapter Office at

FPANE is deeply grateful to the volunteers of our Military Initiative who attend these sessions to provide assistance to our Armed Forces and their families.

About the Military Initiative

The FPA, on both the national and Massachusetts level, is proud to announce their involvement in assisting families affected by US military efforts overseas. The FPA is providing services to families who have questions on mortgages, credit, investments, budgeting, planning, wills, etc.

The FPA of New England represents approximately 1,200 members and would like to fairly represent our Chapter in this very important role. The families are in dire need of our guidance. While there is no cost or to you, this represents an excellent opportunity to give back to our soldiers, their families and to our country for their extraordinary efforts. We believe you will find the experience to be extremely rewarding.

Involvement can be in one of two ways:

  • be available and respond to emails from the families (approximately one every 2-3 weeks at the current rate of inquiries) or,
  • be available to work with families in person, one-on-one (less frequent; approximately once every 3-4 months)

If you are interested in either of the two possibilities stated above and a CFP® in good standing, please email the FPA of MA Office with your name and involvement wishes. You will be notified by the FPA before any further involvement.

Thank you for your consideration and efforts in this initiative. Any further questions can be directed to

Dan GalliPro Bono Director

Dan Galli
(781) 878-2322