Family Reach - Financial Planning for Cancer Impact Report 2019

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Looking Ahead As we carry the momentum of a successful second year, we have our sights set on the following goals.

Goal 1

Continue to grow patient participation

Goal 2

Continue to grow and retain a strong volunteer network of CFP® professionals

• Grow awareness and wipe away the shame through promotion efforts. • Share participant stories to communicate program benefits.

• Showcase impact and encourage collaboration through the Salesforce Community. • Utilize the Salesforce Community to provide additional support and training programs.

Goal 3

Further develop evaluation of program impact • Collect and implement feedback from families and financial planners. • Continue to develop impact measures for tangible assessments of program success.

Through these efforts, we intend to reach 1,000 Financial Planning for Cancer referrals by the end of 2020.

Financial Planning for Cancer

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