Financial Wellness Provider Directory

Program Name: Justice, Equity, Diversity and Inclusion in Finance

Services Offered: We offer an anti-racism accountability group for financial professionals

List Languages Spoken by Staff: English, Some Spanish

Geographic area Served: Virtual, so anywhere

Eligibility Requirements: None.

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

Are there fees associated with any of your services?: Yes, $75/month (sliding scale available)

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

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

List Languages Spoken by Staff: English, Spanish speaking staff in house, over 200 languages are available via interpreter.

Geographic area Served: Washington State and Nationwide

Eligibility Requirements: None

Contact Information: 888-282-5811

Are there fees associated with any of your services?: Most services are free. Those with fees may be adjusted based on income.

What else might community members need to do to get connected with your services?: Call our toll-free number 888-282-5811.

Services Offered: Financial Education Classes

List Languages Spoken by Staff: English

Geographic area Served: Mason County

Eligibility Requirements: None

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

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.

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.

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

Contact Information: Michellej@communityactionofskagit.org

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

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

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.

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: Washington State resident

Contact Information: (253) 584-2260 or 1-800-523-3641

Are there fees associated with any of your services?: Dependent on services or products requested

What else might community members need to do to get connected with your services?: Harborstone has an online account application available as well as walk in services at any of our branches.

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.

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

Program Name: Financial Independence Department

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

List Languages Spoken by Staff: English, Spanish

Geographic area Served: South Western Washington

Eligibility Requirements: Low and moderate income

Contact Information: Contact Liz Myntti at 360-261-6498, Lizm@lowercolumbiacap.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?: Reach out directly for an appointment.

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.

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 Español. Lastly, there is a list of additional financial education resources, with links to their pages. Thank you.

Services Offered: Student Loan Coaching (Private and Federal), Student Loan Education Workshops

List Languages Spoken by Staff: English, Portuguese

Geographic area Served: All of Washington state (at this time, we only offer remote services)

Eligibility Requirements: Borrowers must be current Washington state residents.

Contact Information: General email: loanadvocate@wsac.wa.gov
Phone number: 833-881-0397

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

What else might community members need to do to get connected with your services?: If you have any questions about student loans or would like to file a complaint against your loan servicer, please complete our question/complaints form: https://www.studentcomplaints.wa.gov/hc/en-us/requests/ne

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.

Program Name: 2Debt Solutions

Services Offered: Debt Consulting

List Languages Spoken by Staff: English, Spanish

Geographic area Served: Downtown Edmonds

Eligibility Requirements: Must be in debt

Contact Information: test 2

Are there fees associated with any of your services?: test 3

What else might community members need to do to get connected with your services?: test 4

Program Name: SeaKing Employment Network

Services Offered: Financial Coaching, Financial Counseling

List Languages Spoken by Staff: English

Geographic area Served: King County

Eligibility Requirements: Recieve SSI or SSDI benefits. We specialize in helping maximize and protect benefits when going back to work, also appealing overpayments from SSA

Contact Information: bpascarella@pacassoc.com; jjohnson@pacassoc.com

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

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.

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.

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.

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

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.

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

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

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.

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

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.

Program Name: Financial Education & Outreach

Services Offered: Online and in-person financial education presentations and workshops upon request, online and printed materials. Some workshops provided in Spanish as well.

List Languages Spoken by Staff: English and Spanish

Geographic area Served: All of Washington State

Eligibility Requirements: Live in Washington

Contact Information: Vanessa Arita Reyes, outreach@dfi.wa.gov, 360-664-7887

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

What else might community members need to do to get connected with your services?: You may also call 1-877-RINGDFI (746-4334)
Request a presentation at https://dfi.wa.gov/financial-education/presentation-request
https://www.linkedin.com/company/wadfi

Services Offered: Information and referral services hotline and online portal for future and current homeowners. We connect folks to resources related to buying a home, preventing foreclosure, and home-repair/modification. Through our hotline, website, and online portal, we provide our clients with personalized information and referral to vetted homeownership supports, including: homebuyer assistance programs, pre-purchase education and counseling, mortgage and property tax foreclosure intervention counseling, reverse mortgage counseling, owner-occupied repair assistance, other post-purchase education and assistance, legal aid, and credit counseling.

List Languages Spoken by Staff: English, we have Spanish-speakers, and we have interpretation services in nearly 200 languages. Anyone can call our hotline and share what language they need. We can get an interpreter on the line.

Geographic area Served: WA - statewide

Eligibility Requirements: Must reside in WA state

Contact Information: 1-877-894-4663 (toll-free homeownership hotline) and https://www.homeownership-wa.org/ (website and access to online homeownership portal)

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

What else might community members need to do to get connected with your services?: They can reach out via our toll-free number or online through our portal

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

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