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.

Savvy Ladies
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:









Demographic Information




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.

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.