Helpline Volunteers

Make a Difference. Offer Your Services Pro Bono and Sign-Up to Volunteer.

The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone consultations with a pro bono expert financial adviser who assists them with their self-identified needs.  Volunteers are CFPs™, CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration).

Savvy Ladies serves all women and provides unbiased, independent advice with no solicitations. Savvy Ladies is addressing the needs of the community we serve as we see the rising demand to educate women and help them achieve financial stability.

Join us and become a Savvy volunteer today. All Savvy Ladies volunteers are automatically covered by our pro bono E&O liability insurance.

Meet the Savvy Ladies Helpline Volunteers

Abbe Udochi

Abbe Udochi

Certified Senior Advisor (CSA)®, Aging Life Care Manager®. Healthcare, geriatric care, advocacy, care planning and management.

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Amy Irvine

Amy Irvine

Divorce and Money; Family Finances; Divorce Issues; Planning for Couples

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Eric Blake, CFP®

Eric Blake, CFP®

Retirement planning, Social Security optimization, retirement income planning, tax planning and investment management.

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Jenn Wittig

Jenn Wittig

Budgeting, Intentional Spending, Money Mindset, Debt Management, Divorce & Money.

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Jennifer Jonassaint

Jennifer Jonassaint

Budgeting; Career and Income; Debt Management; Family Finances; Health and Money; Investing; Wealth Management

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Mike Miller

Mike Miller

Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows

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Richard Ibarra

Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Health and Money, Investing, Marriage and Money, Retirement, Small Business, Wealth Management

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Robert Sharer

Robert Sharer

Budgeting; Career and Income; Debt Management; Divorce and Money; Family Finances; Investing; Marriage and Money; Retirement; Wealth Management

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Sallie Mullins Thompson

Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Investing, Marriage and Money, Retirement, Small Business, Wealth Management

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