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.

Financial Education is Power.

Get matched with a financial advisor and get your financial questions answered.

1. Fill out the Savvy Ladies® Financial Mentoring Helpline intake form to request a private call with one of our financial expert volunteers for advice & guidance with your financial question.

2. Upon submitting the form you will receive an email from us to identify your preferred times to schedule a call.

3. Please reply promptly so we may begin matching you with a financial advisor.

Savvy Ladies® does not provide monetary assistance.

How it Works:

- Complete and submit the helpline request form.

Fill out the request form

- We’ll connect you with one of our volunteer financial experts.

Get Assistance with the Helpline Form

Once your question is submitted, you will receive an email to confirm your call time. Then you will be matched to one of our savvy pro bono volunteers to coordinate a call. The purpose of the call is to answer your personal financial question. Each question is limited to one phone call.

- - While women have typically felt more anxious about money than men, and it has grown since the covid pandemic.
  - Women are concerned about not having enough savings for retirement, about 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.

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

Topics 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

Professional experts will not promote products and services. Savvy Ladies® does not provide any monetary assistance.

All personal financial advice and guidance provided by the volunteers are provided solely by the individual volunteer. By accepting guidance, 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 provided by the volunteer. 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 charge or accept compensation for any Helpline referrals to our pro bono volunteers.

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:

Brief description of your financial guidance needs/question:

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 planner is provided solely by the individual planner. By accepting guidance, 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.

Contact Information