As of June 2026, we have 20+ unmatched opportunities.  Take the Pro Bono Training today so you are one step closer to helping your neighbors in need.

The need for pro bono financial planning has never been greater.

In Atlanta, nearly 1 in 6 residents lives in poverty, and more than 1 in 5 children face economic hardship. Across Georgia, 45% of households struggle to afford basic living expenses despite many adults working full-time. At the same time, Americans are carrying more than $1.2 trillion in credit card debt and paying interest rates above 20%. [censusreporter.org], [unitedforalice.org], [newyorkfed.org], [federalreserve.gov]

For many families, a single unexpected expense can trigger a financial crisis. That's where a trained pro bono financial planner can make a life-changing difference. By volunteering your expertise, you can help individuals and families reduce debt, build financial resilience, and create a path toward long-term financial security.

Your knowledge is valuable. Your time can be transformative. Become a pro bono planner today!  SIGN UP HERE

Hosted by Kristin Pugh who serves as a Private Wealth Manager at Creative Planning working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Kristin brings to her clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Senior Wealth Advisor. Kristin has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management services.

Kristin earned a Bachelor of Science degree in Marketing and Finance from Florida State University where she graduated with honors. Kristin is also a CERTIFIED FINANCIAL PLANNER^® professional as designated by the Certified Financial Planner Board of Standards.

Kristin is passionate about providing financial education to her community. As a former Director of Community Outreach and Pro Bono Planning for the Georgia chapter of the Financial Planning Association (FPA), Kristin regularly volunteers and helps organize events and finds joy in counseling Metro Atlanta and surrounding communities’ citizens on financial matters. Kristin was recognized for her community efforts in 2020 with the Daily Point of Light Award from the Points of Light organization. In addition, Kristin serves on the board of trustees for the Foundation for Financial Planning.

Kristin is the proud mother of Sophia. In her spare time, Kristin enjoys finding good deals at one of Georgia’s many fine antique malls, taking yoga classes with her husband, Will, and bird watching.