facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Positively Affecting Our Community
Through Hands-On Service and Support

We Actively Support
The Following Organizations

Making a meaningful impact on others is of utmost importance to us and extends beyond our firm’s offerings. 

The Greater Boston Food Bank (GBFB)

The Greater Boston Food Bank (GBFB) started with humble beginnings in 1974, and has grown to the leading hunger-relief agency in New England and one of the largest in the country. The GBFB provides over 61.8 million pounds of healthy food each year to more than 142,000 people each month. 

Financial Planning Solutions, LLC’s involvement with the GBFB began in 2020 in an effort to help fight hunger facing many families after the onset of COVID-19.

In March 2024, the Financial Planning Solutions team participated in a community outreach volunteer day at the Greater Boston Foodbank. Our shift combined to assist with the packaging of 7,490 meals (8,928 lbs of food!) for households in need.

FPS Volunteer Days at the Greater Boston Food Bank - August 2023 and March 2024

The Dana-Farber Cancer Institute

The Dana-Farber Cancer Institute Pro Bono Financial Planning Program is a joint initiative between Dana-Farber Cancer Institute and the Financial Planning Association of New England. 

A dedicated and trained group of Certified Financial Planner practitioners™ helps patients that are fighting cancer with their finances throughout the year. We meet with numerous pro bono clients and guide them to do the following:

  • Avoid bankruptcy
  • Pay their medical bills
  • Prepare an estate plan
  • Make sound financial choices
How to Manage Finances During Cancer Treatment

Through Rick's oversight since 2008,  650 families to date battling cancer have been helped through this initiative at no cost to them.

Women's Money Matters

Women's Money Matters is an organization that builds financial wellness, confidence and security of women living on low incomes. The program is rooted in serving women in the Greater Boston area but with virtual events has expanded to help women nationwide. To date, the program has served 1,770 women expand their financial literacy.

As part of a Financial Planning Solutions financial literacy initiative, Janet Rhodes Friedman and Andrew Holmes began volunteering as presenters for the organization's events in the Fall of 2023. Topics for their presentations have included "Earn, Spend Save" and "Saving for Change". Each lesson is focused on helping workshop participants identify the value in savings and create savings plans.


For more than 20 years, HomeStart has worked to prevent and ultimately end homelessness in the greater Boston area. We have been a strong supporter of HomeStart for years.

HomeStart helps individuals secure housing and ultimately live a more stable life. The organization does the following:

  • Prevent housing eviction for those at risk of or in the process of eviction
  • Find permanent housing for homeless individuals
  • Help individuals manage and maintain their housing

Savvy Ladies

Savvy Ladies is committed to advancing financial literacy for all women and providing free, unbiased financial education opportunities to help women achieve financial independence, build wealth, and reduce economic and racial disparities. Their goal is to makes financial education accessible and understandable to help build the trust and confidence of women to take control of their finances. Since 2022, Rick has helped women with a variety of issues such as navigating divorce, eliminating credit card debt, and strategies on saving.

Anti-Defamation League

Since the founding of the organization more than 100 years ago, the Anti-Defamation league has worked to educate and inform the population by speaking out against antisemitism, bigotry and discrimination both in the United States and worldwide. Today, the Anti-Defamation League is a global leader in exposing extremism and delivering anti-bias education, while continuing to fight all forms of hate.

Schedule a Quick Call