Helpline Request Form

Get the Financial Advice & Guidance You Need

Savvy Ladies offers pro bono financial advice & guidance. Savvy Ladies does not offer monetary assistance.

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.

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

I have read the disclaimer

Agree

Contact Information