Free Financial Helpline for Women

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!