Financial Wellness Provider Directory

Seattle, WA

Website: calendly.com/adancewithfinance/intro-consultation

Services Offered: Financial Coaching, Financial Education Classes

List Languages Spoken by Staff: Some Spanish

Geographic area Served: King County or anywhere (virtually)

Eligibility Requirements: None.

Contact Information: christina@adancewithfinance.com, IG: @adancewithfinance

Are there fees associated with any of your services?: I charge $175/hour for one on one coaching (sliding scale down to $25 for those in need)
I put out a lot of free content on IG
I have a 6 month course available for $1800 (scholarships available for those in need)

What else might community members need to do to get connected with your services?: They can email me directly or schedule a free intro call via Calendly link.

Shelton, WA

Website: www.abcmasoncounty.org/

Services Offered: Financial Education Classes

List Languages Spoken by Staff: English

Geographic area Served: Mason County

Eligibility Requirements: None

Contact Information: abcmason@enterpriseforequity.org

Are there fees associated with any of your services?: No fees

What else might community members need to do to get connected with your services?: Email directly

Walla Walla, WA

Website: www.bmacww.org/programs/all-services

Program Name: Financial Education/Coaching

Services Offered: Financial Counseling, Financial Education Classes

List Languages Spoken by Staff: English, Spanish

Geographic area Served: Walla Walla and Columbia Counties

Eligibility Requirements: Low-income individuals and families

Contact Information: get help form on our website; 509-529-4980

Are there fees associated with any of your services?: No Fees

What else might community members need to do to get connected with your services?: Reach out directly via phone or email.

Wenatchee, WA

Program Name: Asset-Building

Services Offered: Financial Coaching, Financial Counseling, Housing Counseling, Credit Counseling, Starting a small business

List Languages Spoken by Staff: Spanish

Geographic area Served: Chelan and Douglas County

Contact Information: Contact Lonnie Walls (lonniew@cdcac.org) or Keith Madsen (keithm@cdcac.org)

Are there fees associated with any of your services?: No.

What else might community members need to do to get connected with your services?: Reach out directly.

Mount Vernon, WA

Program Name: Energy Assistance

Services Offered: Financial Education Classes, Housing Counseling, Credit Counseling

List Languages Spoken by Staff: Russian, Ukraine, Mixteco, Trique, and Spanish

Geographic area Served: Skagit County

Eligibility Requirements: Lots of programs to be determined, to qualify for Energy Assistance is income

What else might community members need to do to get connected with your services?: Online intake

Spokane, WA

Website: globalcu.org/financialeducation/

Program Name: FAB - Finances and Budges / Workshops / Financial Coaching

Services Offered: Financial Coaching, Financial Education Classes

List Languages Spoken by Staff: English, Spanish

Geographic area Served: Spokane, Post Falls, Coeur d'Alene, Airway Heights, Italy

Eligibility Requirements: None - available and free to all

Are there fees associated with any of your services?: No.

What else might community members need to do to get connected with your services?: Referral Form or can call directly

Tacoma, WA

Website: goodwillwa.org

Services Offered: Financial Coaching, Financial Education Classes, Vocational training

Geographic area Served: Pierce County, Cowlitz County, Yakima County

Eligibility Requirements: None

Contact Information: email: FOC@goodwillwa.org / Phone 1-844-492-6663 / workshop registration: https://goodwillwa.as.me

Are there fees associated with any of your services?: No.

McChord AFB, WA

Website: www.harborstone.com

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Housing Counseling, Credit Counseling

List Languages Spoken by Staff: Spanish, Tagalog, ASL

Geographic area Served: Pierce, Thurston, King

Eligibility Requirements: Dependent on services requested

Contact Information: (253) 584-2260

Are there fees associated with any of your services?: Depends on what services are requested

What else might community members need to do to get connected with your services?: Can reach out via website, phone, or in-person at a branch location.

Oak Harbor, WA

Website: www.homebridge.com/loan-originator/julie-jackson/

Program Name: Team Jackson Programs

Services Offered: Housing Counseling, Debt Analysis, Homebuyer Prep, Home Financing

List Languages Spoken by Staff: English, Spanish

Geographic area Served: Whatcom, Skagit, Island, Snohomish, King, Pierce

Eligibility Requirements: None

Contact Information: (425) 533-2473, julie.jackson@homebridge.com, teamjackson@homebridge.com

Are there fees associated with any of your services?: None

What else might community members need to do to get connected with your services?: Reach out directly.

Bellevue, WA

Program Name: Financial Capabilities Program

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Basic needs, employment coaching, adult education.

List Languages Spoken by Staff: On demand translation and interpreting services available in 240 languages.

Geographic area Served: King County, North & East

Eligibility Requirements: Must live in Hopelink's service area.

Bremerton, WA

Website: www.kcr.org

Services Offered: Financial Education Classes

Geographic area Served: Kitsap County

Eligibility Requirements: None

Are there fees associated with any of your services?: No

What else might community members need to do to get connected with your services?: Reach out directly

Longview, WA

Website: www.lowercolumbiacap.org

Program Name: Cowlitz Financial Independence Department

Services Offered: Financial Coaching, Financial Education Classes

List Languages Spoken by Staff: English Only

Geographic area Served: Cowlitz County, Wahkiakum County

Eligibility Requirements: No eligibility requirements other then community members from the above counties

Contact Information: Contact Liz Myntti 360-261-6498

Are there fees associated with any of your services?: No Fees

What else might community members need to do to get connected with your services?: Reach out directly for Financial Education on line or one on one Financial Coaching

Seattle, WA

Website: www.accessfund.org/

Program Name: Financial Capability

Geographic area Served: Washington and Oregon State

Eligibility Requirements: We serve individuals who have a disability, however, that definition is broad.

Are there fees associated with any of your services?: No.

What else might community members need to do to get connected with your services?: See website.

Olympia, WA

Website: tre.wa.gov/personal-finance/financial-education/

Program Name: N/A

Services Offered: Financial Education Classes

List Languages Spoken by Staff: English

Geographic area Served: All of WA state.

Eligibility Requirements: None - no requirements of eligibility to attend our services. All our efforts, classes, presentations, workshops, etc. that we put on are free to the general public, being that we are a government entity.

Contact Information: Main point of Contact: John McKenney - Financial Education Coordinator.
Email: john.mckenney@tre.wa.gov
Office Phone: 360-902-9021

Are there fees associated with any of your services?: No Fees.

What else might community members need to do to get connected with your services?: On our website: community members have access to links that connect them to regularly updated newsletters of upcoming free "Financial Wellness 101 Workshops" that they can register to participate in. There is also a link to "Request a Financial Education Presentation," which allows them to request specific/tailored Financial Education related presentations to be presented to any audience. They have access to over 50 free finance related modules created by EverFi that folks can utilize for various financial related topics. These modules are offered both in English, and En EspaƱol. Lastly, there is a list of additional financial education resources, with links to their pages. Thank you.

Bellingham, WA

Program Name: Economic Security for All (EcSA)

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Housing Counseling, Credit Counseling, Employment coaching

List Languages Spoken by Staff: Spanish (coming soon)

Geographic area Served: Whatcom County

Eligibility Requirements: Living below FPL, children in the household, in need of career advancement services.

Contact Information: 360-734-8396; ecsa@oppco.org

Are there fees associated with any of your services?: No - we have financial incentives

What else might community members need to do to get connected with your services?: Reach out to ecsa@oppco.org to register for info sessions and to receive application.

Seattle, WA

Website: pimsavvy.com/

Program Name: PIM Savvy

Services Offered: Financial Coaching; Financial Education Classes; Budgeting; Employment Coaching; Free Tax Return Preparation for Qualifying Taxpayers through the IRS's Volunteer Income Tax Assistance (VITA)

List Languages Spoken by Staff: English, Spanish

Geographic area Served: Statewide, Washington state, for virtual classes and virtual 1:1 sessions. Free in-person (only) tax return preparation for qualifying taxpayers through PIM Savvy VITA, IRS's Volunteer Income Tax Assistance (VITA) Program, in King, Pierce and Snohomish Counties only

Eligibility Requirements: Low-income individuals and families who live in geographic area served; individuals in need of career advancement services

Contact Information: April Matsui - 206-565-2961 option 101 or info@pimsavvy.com

Are there fees associated with any of your services?: No fees

What else might community members need to do to get connected with your services?: Reach out directly to find out about next scheduled classes, to schedule a 1:1 session/series or to inquire about eligibility for tax preparation services.

Kingston, WA

Website: reachfinancialgoals.com

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Credit Counseling

Geographic area Served: Statewide (Virtually)

Eligibility Requirements: None

Contact Information: info@reachfinancialgoals.com

Are there fees associated with any of your services?: Yes, personalized coaching is provided at an hourly rate per session.

What else might community members need to do to get connected with your services?: Schedule a free introductory session.

Colville, WA

Program Name: Financial Education

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Housing Counseling, Credit Counseling

List Languages Spoken by Staff: English

Geographic area Served: Grant, Lincoln, Douglas, Okanogan, and Ferry Counties

Eligibility Requirements: None - open to all

Contact Information: mmorris@ruralresources.org - 509-620-8090

Are there fees associated with any of your services?: None

What else might community members need to do to get connected with your services?: Please reach out directly to find out next scheduled classes.

Seattle, WA

Program Name: Broadview Shelter and Transitional Housing

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Housing Counseling, Credit Counseling

List Languages Spoken by Staff: English and Spanish

Geographic area Served: Seattle Metro

Eligibility Requirements: You must be fleeing Domestic Violence and need confidential services

Contact Information: They can call our crisis line 206 299-2500 or the DV Hopeline

Are there fees associated with any of your services?: We charge program fees for our Transitional Housing Program

Tacoma, WA

Website: www.soundoutreach.org

Program Name: Several different programs

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Credit Counseling, Financial fraud/abuse prevention, health insurance benefits advising, employment coaching

List Languages Spoken by Staff: Swedish, Polish, Bosnian

Geographic area Served: Pierce County, Kent, Federal Way

Eligibility Requirements: For Federal Way-18+, 80% or below KC AMI and ALICE family's for Pierce County

Contact Information: info@soundoutreach.org

Are there fees associated with any of your services?: No.

What else might community members need to do to get connected with your services?: Reach out directly.

Seattle, WA

Website: www.sustainablefinance.me

Services Offered: Financial Coaching

Geographic area Served: King & Snohomish Counties

Eligibility Requirements: Able to pay my service rates

Contact Information: Email: katie@sustainablefinance.me
phone: 206-593-8004

Are there fees associated with any of your services?: My initial Wayfinding Session (2 hour deep dive) is $250, individual one-hour sessions are $125/session, and I have 3 packages that I offer based on client's goals and needs: 1 month (four 60 minute sessions) for $500 on a payment plan or $450 if paid upfront, 4 month (ten 60 minute sessions) for $295/month ($1180 total over 4 months) or $1080 if paid upfront, and 7 month (sixteen 60 minute sessions) for $250/month ($1750 total over 7 months) or $1600 if paid upfront.

What else might community members need to do to get connected with your services?: They would reach me directly for a free initial consult to ensure we're a good fit.

Tacoma, WA

Website: tpc-habitat.org

Services Offered: Financial Coaching, Financial Counseling, Housing Counseling

Geographic area Served: Pierce County

Eligibility Requirements: Homeownership Program under 80% AMI

Contact Information: 253-627-5626 x120, dgiesen@tpc-habitat.org

Are there fees associated with any of your services?: No

Seattle, WA

Website: www.takechargecc.com

Services Offered: Financial Education Classes, Credit Counseling, Credit Repair, Business Consulting, Business Coaching

Geographic area Served: Entire WA state

Contact Information: 206.971.1269, tierrabonds@takechargecc.com, https://www.takechargecc.as.me/letschat

What else might community members need to do to get connected with your services?: www.takechargecc.as.me/freeconsultation

Seattle, WA

Website: theprosperityagenda.org

Services Offered: Research, program design, and training and products for financial coaching

Geographic area Served: Based in Seattle, working across the U.S.

Eligibility Requirements: We work with organizations and not individuals overall. We're not a direct service org.

Contact Information: info@theprosperityagenda.org

Are there fees associated with any of your services?: Customized services available and prices vary. We're also grant-funded for some our community work.

Portland, OR

Website: www.tribaltechnology.org

Program Name: Native Financial Empowerment Program

Services Offered: Financial Coaching, Financial Counseling, Financial Education Classes, Housing Counseling, Credit Counseling, Tribal Technology Warrior Training

List Languages Spoken by Staff: Salish, Chinook and some Tlingit

Geographic area Served: Washington State Tribes and Non-Profits

Eligibility Requirements: Self identify with a Native Community - All Nations Welcome

Contact Information: info@TribalTechnology.org

Are there fees associated with any of your services?: Native Financial Empowerment classes are free, fee for service for targeted, tailored trainings target to specific Tribal Programs.

What else might community members need to do to get connected with your services?: Encourage to reach directly to T3 Staff - Andrea@TribalTechnology.org

Olympia, WA

Website: www.twinstarcu.com

Program Name: Financial Literacy

Services Offered: Financial Education Classes, Online Financial Literacy Platform for teachers and businesses.

List Languages Spoken by Staff: English, Spanish

Geographic area Served: Pierce, Thurston, Grays Harbor, Lewis, Clark

Eligibility Requirements: Credit Union Membership given first priority for classroom presentations.

Contact Information: 360-923-4427

Are there fees associated with any of your services?: No.

Everett, WA

Website: www.worksourcewa.com

Program Name: Financial Capabilities

Services Offered: Financial Education Classes

Geographic area Served: Snohomish County

Eligibility Requirements: None.

Contact Information: On the website is a link to sign up. Contact, Jean Nash, jean.nash@esd.wa.gov

Are there fees associated with any of your services?: No.

What else might community members need to do to get connected with your services?: Currently, classes are held online on Tu/Th from 2 - 4 pm

Auburn, WA

Website: www.yourmoneymattersmentoring.org

Services Offered: Financial Education Classes, Financial Mentoring Program

Geographic area Served: Pierce and King County

Eligibility Requirements: LMI LOW TO MODERATE INCOME AGE 16-25

Contact Information: Ymmm.info@gmail.com, 206-636-2828

Are there fees associated with any of your services?: No

What else might community members need to do to get connected with your services?: Reach out directly