May 9, 2023
On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or Divorced Women™ and works to empower clients that are seeking a more secure financial life. Rick was awarded the 2014 Heart of Financial Planning Award for the work he does overseeing our chapter’s pro bono financial coaching program with the Dana Farber Cancer Institute (DFCI). Tune in to hear about how Rick became involved with the DFCI coaching program and why he gives so much of his time back through volunteering. We also talk about the June 2nd training session for those that are interested in becoming a pro-bono coach for Dana Farber patients, what it is like working with patients and the many resources that are available to support you in your coaching efforts.