Free Financial Helpline

Your Money Questions, Answered.

Do You Have a Financial Question?

Savvy Ladies® Free Financial Helpline will Match You with a Financial Advisor.

Get the Expert Advice You Deserve.

Would you like to speak to a financial expert about a personal financial question or issue that you are experiencing? The Savvy Ladies® financial expert volunteers are here to offer their expert advice & knowledge to help you move forward and create a roadmap for financial success*. Savvy Ladies® provides access to unbiased, independent advice by certified professionals for women of all ages and backgrounds. Our experts can answer questions covering: divorce and money, family finances and small business planning, budgeting and debt management (including credit cards), retirement and investing/saving, school loans, career financial planning, home/rental financial arrangements, and other important financial questions you may have.

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Learn How Much Real Callers Have Benefited from the Helpline

Savvy Ladies is a wonderful organization! Mark P., the volunteer that helped me, is wonderful to work with. I have to admit in my life time, I haven’t come across many men that actually talk to me like I’m able to think for myself and that do not talk down to me. Mark was informative, honest and to the point. Right now I need that kind of open honesty, respect, and kindness. Thank you Mark!

This was a great resource. My helpline volunteer gave me affirmations that I was on the right track and gave me concrete action items to explore.

Your service is a wonderful resource!

My volunteer was amazing! I went into our meeting feeling overwhelmed, confused about my situation and choices, and overall a bit lost. I got kind, empathetic, and data driven advice, and got help formulating a plan on how to move forward. I am so grateful, and feel confident and empowered about my financial situation. Thank you so much!

My helpline volunteer was extremely helpful! I didn’t feel embarrassed at all being honest about how little I know because she was very kind! She helped me better understand the investments I already have, start planning for the future, and made me aware of tax regulations I could benefit/suffer from. Truly appreciate her time!

I really appreciate that she took time out of her day to talk to me.

My volunteer has been very influential to my financial success. After our meeting, I felt empowered enough to invest my money in my Roth IRA.

The advisor was kind, attentive and answered my questions. Thank you very much for your help.

What added to the success of my meeting was the questions and information provided by the volunteer before our meeting.

The advisor was outstanding! She was patient, nonjudgmental and wise. I’m already utilizing what she taught me and will use it the rest of my life.

This was a great starting point and I learned a LOT! I decided to find someone in state who could understand my specific financial questions, but am very grateful to get a lot of questions answered for free and be more knowledgeable when I go to my first appointment.

My helpline advisor was super helpful! I greatly appreciate being able to speak with a financial advisor about the concerns that I had in my long term care insurance application. Although talking to her has raised some new issues for me, I am relieved overall to have her guidance and advice. Based on our talk, I’m taking active steps to ameliorate some of the concerns I had about my application. And I’m so thankful to Savvy Ladies for offering this kind of help. I wish that more people knew about your organization. Thank you!

She was very kind and compassionate. She was well researched and had some ideas to help.

He was very kind and knowledgeable. He also took his time, was patient and didn’t rush me. Thank you so much! You all provide a great service.

It was helpful to have someone’s undivided attention and advice for our session and I feel equipped with more knowledge and steps of what to do next.

My helpline advisor was absolutely wonderful! Flexible with his schedule, was very thorough and insightful f during out conversation, and answered all my questions. He also sent me a well written and thorough email of resources and information from our talk. I was very grateful for his time!

Women typically feel more anxious about money than men. That anxiety has only grown since the COVID pandemic.

Women are concerned about not having enough savings for retirement, how to juggle work and caregiving, and how to best manage day-day expenses along with job security.

The solution is learning how to make a plan that works for you. Savvy Ladies® provides that opportunity to all women to learn and safely ask questions, with no shame, but with support to help you find the right financial path forward.

Financial Education is Power.

Get matched with a financial advisor and get your financial questions answered. Here’s how:

Fill out the Savvy Ladies® Financial Mentoring Helpline intake form below to request a private call with one of our financial expert volunteers for advice & guidance with your financial question.
Upon submitting the form you will receive an email from us to identify your preferred times to schedule a call.
Please reply promptly so we may begin matching you with a financial advisor.

Savvy Ladies® provides access to unbiased, independent advice by certified professionals for women of all ages and backgrounds.

Topics that may be covered:

divorce and money
family finances and small business planning
budgeting and debt management (including credit cards)
retirement
investing/saving
home finances
marriage and financial planning

Fill out the request form here (click to expand)

Get Assistance with the Helpline Form

Free Financial Helpline Request Form

Please provide the following information to assist us in matching you with the best financial expert to help guide you with your financial question:

First Name

Last Name

Email

Phone

Zip Code

How did you hear about us?

Please choose ONE topic for assistance with:

Please submit your financial question here:

Your Financial Pulse

What is the size of you household (including yourself)?:

Demographic Information

Age Range

Income Level

Racial Identity

Disclaimer

Savvy Ladies will protect all information you share with us to the fullest extent of the law. The purpose of collecting demographic information is for the sole purpose of understanding the needs of our community. We will not sell or rent any of your personal information to third parties.

All personal financial advice and guidance provided by the volunteers are provided solely by the individual volunteer. By accepting guidance and/or any other actions by the volunteers, 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 guidance provided by the volunteer. You acknowledge that you must make an independent judgment regarding a particular volunteer’s qualifications and suitability for your individual needs and circumstances. The responsibility for financial decisions is your own, and you understand that you are under no obligation to follow any recommendations or suggestions the volunteer provides. It is the responsibility of the volunteer to comply with all regulatory, professional, and ethical obligations imposed by the Securities and Exchange Commission.

Savvy Ladies® does not provide any monetary assistance, including vouchers or gift cards.

I have read the disclaimer

Agree

You will receive an email to verify this submission immediately after you hit submit. If you do not see the email, please check your SPAM/Junk folder. If you have not heard from us in 4 to 5 business days, please email tracie@savvyladies.org.

Contact Information

Savvy Ladies® does not charge or accept compensation for any Helpline referrals to our pro bono volunteers. Professional experts will not promote products and services.

Savvy Ladies® does not provide monetary assistance.

All personal financial advice and guidance provided by the volunteers are provided solely by the individual volunteer. By accepting guidance and/or any other actions by the volunteers, 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 guidance provided by the volunteer. You acknowledge that you must make an independent judgment regarding a particular volunteer’s qualifications and suitability for your individual needs and circumstances. The responsibility for financial decisions is your own, and you understand that you are under no obligation to follow any recommendations or suggestions the volunteer provides. It is the responsibility of the volunteer to comply with all regulatory, professional, and ethical obligations imposed by the Securities and Exchange Commission.