Bring free help with money to the people you serve.
Our volunteer financial advisers meet one-on-one with people and families, for free. Partner with us, and we’ll make you your own page and a kit to share it.
What you get as a partner.
It’s free for the people you serve, and there’s nothing for your staff to run.
Free help for your community
Volunteer financial advisers meet one-on-one with the people you serve, by phone, for free. They must put each person’s interests first, and they can’t sell them anything.
Your own page and sign-up link
A page with your name and logo, and a sign-up link that credits you for every person you send.
A kit that’s ready to share
What to say when money comes up, messages that send in one tap, images with your logo, a flyer and handout cards in English and Spanish, and a QR code. We’ll meet with your team to plan it, too.
We run everything
We match people with advisers and handle the scheduling, the reminders and the follow-up. Real people on our team help every client by text and email. There’s nothing for your staff to run.
Your impact, reported
We’ll tell you how many people you’ve sent, the meetings they’ve had and what they say about them.
Workshops and events
When we can, our volunteers lead a workshop for your community or join your events. Our free Money guides are yours to share.
3,400+people have come to us through our partners, about half of everyone who has signed up
34libraries, nonprofits and other groups have sent people to us
1,330people from San Francisco Public Library alone, since 2021
From our impact dashboard, October 16, 2026.
How partnering works.
You apply
Tell us about your organization and the people you serve, and send your logo.
We set you up
Your own page, with your logo and a sign-up link that credits you, and a sharing kit of ready-made materials to promote it.
You share it
Your team gets a page of tools: what to say, messages and images to post, a flyer and handout cards in English and Spanish, and a QR code. We’re happy to meet with your team to plan it, too.
Your people meet an adviser
They sign up through your page, and a volunteer adviser meets them one-on-one, for free.
What people our partners send us say.
She created an actionable plan for me, broken up into smaller tasks so everything didn’t feel so overwhelming.
This program gave me clarity, structure, and confidence. Instead of feeling overwhelmed, I now feel like I’m on a real path forward.
He shared personal experiences similar to mine which made me feel more confident he understood my situation.
From the survey people answer after a meeting, first names only, shared with their OK.
Thank you. We have your application.
We’ll review it and email you. Once it’s approved, you’ll get your page and your kit.