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.
More people ask us for help every year.
Our impact dashboard updates every week, and anyone can see it.
- 6,800+people have signed up since 2021
- 4,400+meetings with a volunteer adviser
- 9 in 10felt more confident after a first meeting
From our impact dashboard, October 21, 2026. The last bar is this year so far, and the bars update every week. “More confident” comes from 546 surveys clients answered after a first meeting.
How we earn your trust.
Rules that protect you in every meeting, a record anyone can check, and a board that holds us to account. Pick a layer, or watch them in turn.
Rules that protect you.
Nothing to buyAdvisers can’t sell you anything or take you on as a paying client.
Checked advisersBefore anyone can book an adviser, we check the public record that regulators keep on them. Every adviser must put your interests first.
Calls through our lineYour adviser calls you through our line, so the call comes from our number.
You can check our finances and results.
Tax filingsWe’re a 501(c)(3) nonprofit, founded in 2020. Our IRS filings are on Candid, a public database.
ResultsEvery number we report, from sign-ups to survey scores, with how we count it.
FundersFinancial firms, foundations, a library and individual donors.
Our board holds us accountable.
Board meetingsOur bylaws (written rules) require our board to meet at least every three months.
Conflicts of interestEach year, board members tell us about any personal stake in a decision and step back from it.
Our first auditWe haven’t had an independent audit yet. We’re arranging one of our 2026 finances, and our board formed an audit committee in October 2026.
A volunteer adviser is ready when you are.
Get started — it’s freeWant to pay it forward? Help fund someone else’s meeting