Helpline

Would you like to speak to a financial expert about your personal financial situation?

Email or call the Savvy Ladies’ Financial Helpline and request a confidential call with a certified financial planner*. Women can call for guidance on a wide range of personal finance topics.

How it Works

  • Complete and submit the HELPLINE REQUEST FORM
  • We’ll connect you with one of our volunteer financial experts.
  • If you prefer to reach out by phone, please call 855-S-LADIES (855-752-3437).

Once your question is submitted, the Savvy Ladies staff will locate an available professional financial expert* to talk with you. The purpose of the free, personal and confidential call is to answer your question and it is limited to a one phone call.

*professional experts will not promote products and services

All personal financial advice and assistance provided by the planner is provided solely by the individual planner. By accepting assistance, you acknowledge and agree that Savvy Ladies, officers, board and staff assume no responsibility or liability for the accuracy or appropriateness of any advice or assistance provided by the planner. You acknowledge that you must make an independent judgement regarding a particular planner’s qualifications and suitability for your individual needs and circumstances. The responsibility for financial decisions are your own and you understand that you are under no obligation to follow any recommendations or suggestions provided by the planner. The planner will comply with all regulatory, professional and ethical obligations imposed by the Securities and Exchange Commission.

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