How we’re run, and who checks our work.
Volunteer advisers give people and families free, one-on-one help with money, by phone.
Every adviser is a fiduciary, which means they must put your interests first. We never sell your information.
Rules that protect you.
Nothing to buy. Advisers can’t sell you anything or take you on as a paying client.
Checked advisers. Before anyone can book an adviser, we check the public record that regulators keep on them. Every adviser must put your interests first.
Your number stays private. Calls come through our line, so your adviser never sees it.
You can check our finances and results.
Tax filings
We’re a 501(c)(3) nonprofit, founded in 2020. Our IRS filings are on Candid, a public database.Results
More than 6,600 people have signed up since 2021. After a first meeting, 9 in 10 clients we surveyed felt more confident. Our impact dashboard shows how we count.Funders
Financial firms, foundations, a library and individual donors. Our Donate page names the organizations.
Our board holds us accountable, and now an outside auditor does too.
Board meetings
Our bylaws (written rules) require our board to meet at least every three months.Conflicts of interest
Each year, board members tell us about any personal stake in a decision and step back from it.Our first audit
An independent accounting firm is auditing our 2026 finances.
To report a problem or get our bylaws and policies, contact us. We protect anyone who reports honestly.
Someone in your corner is ready when you are.
Get started — it’s freeWant to help keep it free? Donate