Looking Ahead

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

Continue to grow patient participation • Grow awareness and wipe away the shame through promotion efforts. • Share participant stories to communicate program benefits. Goal 1

Goal 2

Goal 3

Continue to grow and retain a strong volunteer network of CFP® professionals • Showcase impact and encourage collaboration through the Salesforce Community. • Utilize the Salesforce Community to provide additional support and training programs.

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.

Thank you

to our dedicated CFP ® professionals nationwide, trusted advisors who do so much more than support families financially, and to our sponsors, who make Financial Planning for Cancer possible.