Financial Wellness Provider Directory
Below is a list of providers who offer financial wellness services, which include individual financial coaching, financial counseling, credit counseling, and/or financial education classes. Click on each pin to see more information, or find the organization name in the list below.
The purposes of this directory is to provide accessible and affordable resources for financial coaching, counseling and education in Washington state. We tend to include nonprofit and government partners, though we will make exceptions if services are provided at low-to-no cost, or with affordable sliding scale fee options. Read our website linking policy.
Does your organization offer financial wellness services and you need to add your organization to this list? Complete this form to be added to our directory!
Are you looking for specific financial education classes? Please check out the Statewide Financial Education Class Calendar, managed by the WA State Dept. of Financial Institutions, which includes a link for specific class submissions to be added to their calendar.
Disclaimer: The information on this website is for general informational purposes only and does not constitute endorsement or recommendation by the Financial Empowerment Network.
Seattle, WA
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.
Bremerton, WA
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.
Shelton, WA
Website: www.abcmasoncounty.org
Email Address: abcmason@enterpriseforequity.org
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
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
Contact Information: Michellej@communityactionofskagit.org
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: 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.
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: 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.
Seattle, WA
Website: www.nwaccessfund.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
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.
Olympia, WA
Website: wsac.wa.gov/loan-advocacy
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
Moses Lake, WA
Website: www.yvoic.org/
Email Address: prosperity.center@yvoic.org
Program Name: Housing & Financial Services
Services Offered: OIC provides in-person or remote assistance. Our services include Financial Education, Money Management, Credit and Budget Counseling, Homeownership Counseling, Foreclosure Counseling, and Small Business Development
List Languages Spoken by Staff: English & Spanish. Interpreting services are available through Languagelink.
Geographic area Served: Grant and Adams Counties. Some services offered statewide.
Eligibility Requirements: Please call at 509-765-9206 to see if you qualify for services.
Contact Information: Call us at 509-765-9206 or visit us at Mortgage and Financial Support Programs - OIC of Washington (yvoic.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?: Browse our website for services near you, make an online inquiry, schedule an appointment, or call to speak to a representative.
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.
Edmonds, WA
Website: www.es-interactive.com
Email Address: mdfinc@gmail.com
Social Media: Facebook
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
Seattle, WA
Website: www.pacassoc.com/
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
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.
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.
Olympia, WA
Website: dfi.wa.gov/financial-education
Email Address: outreach@dfi.wa.gov
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
Shoreline, WA
Website: www.homeownership-wa.org/
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
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
