Financial Wellness @ Work
Our scope of practice
The Financial Wellness Center (FWC) offers low-cost personalized, one-on-one financial counseling for University of Utah faculty and staff. Meet with an Accredited Financial Counselor® (AFC®) or a specialized volunteer for guidance tailored to your financial situation and goals.
W'ere here to guide you through budgeting, loans, goal setting, investing, debt management, retirement and tax education, and more—equipping you with the tools and knowledge to make informed financial decisions.
Sessions are not confirmed until payment is received.
We do not offer investment advice, creditor negotiations, or assistance with retirement planning, tax planning, legal, or estate matters. For these, we refer to campus or community partners.
How to Book a Session
To ensure availability and a smooth experience, please follow these steps:
- Schedule Your Session
Use our online calendar to select a time that works for you.
Please schedule before submitting payment to confirm availability. - Confirm Your Appointment
After scheduling, you’ll receive a confirmation email with your appointment details and a link to submit payment. - Submit Payment
Use the link provided to pay the hourly rate that corresponds to your salary range.
Sessions are not confirmed until payment is received. We require you to pay 48-hours ahead of your appointment, or your session will be cancelled. This protects our staff + volunteers time and commitment.
Tax Filing Services
The University of Utah’s Financial Wellness Center (FWC) and International Student
& Scholar Services (ISSS) have partnered with the Non‑Resident Tax Help Group (NoRTH)
to offer FREE tax preparation services.
This service is available to University of Utah faculty, staff, and students using
their @utah.edu email address.
The NoRTH Group specializes in non-resident tax filings, but services are available
to ALL!
We are Eligible for WellU!
Support your financial wellness and decrease your insurance premiums! Learn more in your benefits center!
Book an Appointment with a Financial Counselor
Faculty and Staff Counselor
Our Faculty and Staff Counselors meet with professionals here at the University of Utah to provide guidance with navigating your finances.
Who can they help?
Faculty and Staff at the University of Utah
Faculty and Staff navigating complex financial issues
Recovering from student loan debt, or personal loans
Medical Residents, Fellows, and Medical Professionals
** Your appointment may be moved to another financial counselor upon our discretion. **
What to bring to your appointment
Account(s) Login
Bring the login credentials for your financial accounts such as bank, investment and retirement account(s).
Your Current Financial Situation
Come prepared to show how you currently manage your finances.
Your Goals
Come prepared to talk about what you hope to achieve in the session.
U of U Financial Documents
University of Utah Financial Documents, such as W-2/pay stubs, and any U of U financial documentation.
Frequently Asked Questions
Q
What is financial counseling, and how can it help me?
Financial counseling provides personalized guidance to help you manage your money, reduce financial stress, and achieve your goals. Our initiative offers private sessions with Accredited Financial Counselors (AFC®) and specialized volunteers who can assist with budgeting, debt management, saving strategies, and more.
Q
Who provides the financial counseling in this program?
Our counseling team includes:
- Accredited Financial Counselors (AFC®): Certified professionals trained to help with day-to-day money management, budgeting, debt repayment, and financial behavior change.
- Specialized Volunteers: Individuals who have completed training under AFC® supervision to provide basic financial guidance and support.
Q
What professionals should I work with for my personal finances?
It depends on your needs. Here’s a quick guide:
- AFC® (Accredited Financial Counselor): Best for budgeting, debt management, saving plans, and improving financial habits.
- CFP® (Certified Financial Planner): Ideal for comprehensive financial planning, including investments, retirement planning, and long-term wealth strategies.
- CPA (Certified Public Accountant): Recommended for tax preparation, complex tax planning, and business accounting needs.
- Estate Planning Attorney: Needed for wills, trusts, and legal aspects of transferring assets.
- Insurance Professional: For life, health, property, and liability coverage.
Tip: Start with an AFC® for everyday financial wellness. They can help you identify when you need to involve other professionals.
Our goal is to provide affordable financial counseling services to our faculty and staff. For that reason, we have chosen to employ a sliding scale model based on salary. Please review the chart below for more information.
| ANNUAL SALARY RANGE | HOURLY RATE |
| less than $40k | $50 |
| $40k - $54,999 | $55 |
| $55,000 - $69,999 | $60 |
| $70,000 - $84,999 | $65 |
| $85,000 - $99,999 | $70 |
| $100,000 - $124,999 | $75 |
| $125,000 and up | $80 |
After you book your appointment, submit your payment at the link below!
Common questions asked during an appointment
Budgeting and Money Management
- What are the best strategies for budgeting my money?
- Tips for saving up for goals.
- What’s the best way to pay off credit card debt?
- Ways to manage and reduce financial stress.
Repaying Loans
- What are the best strategies for repaying my student loans?
- What steps should I take to be debt-free?
Investing & Retirement
- Whats the difference between a Roth IRA, a traditional IRA, or a 401k?
- What’s the process for opening an IRA or 401k?
- Where do I start when it comes to investing?
Credit & Debt
- What are some effective ways to improve my credit score?
- What are some strategies to manage my debt?
Navigating Benefits and Transitions
- How can I maximize my University of Utah benefits?
- Navigating financial transitions (new job, moving, etc.)