Savvy Ladies

Savvy Ladies’ mission is to empower women to take control of their finances by providing a professional network of support & guidance, offering free financial advisors & educational programming to help women make informed & confident financial decisions.

Pro bono financial services can change lives, giving women in serious need a chance to achieve financial stability. Savvy Ladies looks to increase the number of Certified Financial Planner Professional pro bono volunteers assisting women on the Savvy Ladies Free Financial Helpline who are seeking guidance regarding their personal finances.

The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone consultations with a pro bono expert financial adviser who assists them with their self-identified needs. The majority of volunteers are CFPs™, but Savvy Ladies also accepts as Helpline volunteers professionals who are CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration).

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Our goal is to improve the financial wellbeing of all women.

- Stacy Francis, Founder of Savvy Ladies and 2018 NAPFA Foundation Pro-bono Award Recipient