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At ask Financial Wellness, we design our services to promote sustainable long-term behavior change:

Live Financial Helpline

askFinancial Wellness has provided one-on-one live telephonic financial guidance since our inception in the 1980’s. As our flagship service, you are assured that our Financial Helpline offers the highest level of service and support.

Callers benefit from the guidance of professional, Accredited or Certified Financial Counselors on nearly every kind of financial matter. Subjects range from crisis-type issues - such as foreclosures, collections and repossessions – to planning and strategizing questions involving retirement, college expenses and saving goals. Our counselors are located nationwide and deliver, immediate, fact based guidance - confidentially and compassionately - to help our callers make better financial decisions day after day.

With our state of the art call routing and case management systems, you can be assured of the utmost in service, efficiency and quality. All calls are answered live in less than 15 seconds. Callers can receive immediate answers to their everyday financial questions. We're just a phone call away!



Resource Center

Available around the clock, our Online Resource Center offers a wide range of educational materials, tools, and information to guide you through your financial questions and concerns. Our Research Area provides information on all areas of Personal Financial Management including Budgeting, Debt Management, Investments, Insurance, Retirement, and many others. The center contains over 25 calculators to help you evaluate Investments, Savings Goals, Refinance, Tax. Loan and Insurance possibilities. 

Our Information Area is rick with unbiased articles on topics ranging from Business Ownership, Medicare and Medicaid, to Understanding your Credit Score, Debt Elimination Strategies, Home Ownership, COBRA Coverage and much more. 



Our skill-based workshops help solve many of the financial problems families face on a daily basis. Thousands have learned Financial Literacy basics that help them stretch their paychecks, reduce their debts, ease family conflicts over money, avoid financial traps, and master core investment principles. 

Our Certified instructors show attendees how to "find" an extra $4,000 - $7,000/year to put toward their goals - without even asking for a raise! ask Financial Wellness and its partners specialize in developing skill-based curriculum that generates results.