Our scope of practice

Meet one-on-one with our Faculty and Staff Counselors to discuss your finances and get personalized support. The Financial Wellness Center (FWC) team is 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 confident financial decisions during your employment with the University of Utah and beyond.

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.

Team of financial counselors

Tax Filing Services

Need help filing your taxes this year? We can help. Send us an email to request free tax filing services!
(Tax filing services won't be available until Feb. 1)

Send Us an Email

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

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

Faculty and staff who need help identifying and connecting to other resources

Our Policy

Appointments Available Soon!

** Your appointment may be moved to another financial counselor upon our discretion. **

Our Financial Counseling Appointment Policy

Why This Policy Exists

We want every student to have fair access to financial counseling services. This policy helps us manage appointments efficiently, respect everyone’s time, and make sure our team can support as many students as possible.

Appointment Attendance & Cancellations

✅ Rescheduling

Need to move your appointment? No problem! Just reschedule at least 24 hours in advance using our scheduling tool or by contacting us directly. This opens up the spot for another student and keeps your record in good standing.

❌ Cancelling

If you can’t make it and don’t want to reschedule, please cancel at least 24 hours ahead. You can do this through the scheduling app or by reaching out to us. Timely cancellations help others get the support they need.

🚫 Missed Appointments (Less than 24 Hours Notice)

Life happens! If you let us know you can’t make it less than 24 hours before your appointment:

First time: No penalty. We appreciate the heads-up.
Second time: You’ll be unable to book new appointments for 2 weeks to ensure fair access for others.

❌ No-Shows (No Notice or 15+ Minutes Late)

If you don’t show up or arrive more than 15 minutes late without letting us know:

First time: You’ll get a reminder about our policy.
Second time: You’ll be restricted from booking new appointments for 2 weeks. Continued no-shows may require a conversation with our staff before rescheduling.

⏰ Running Late?

Let us know if you’re running behind! We allow a 15-minute grace period when possible. If you arrive late, your session may be shortened or rescheduled depending on availability.

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

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.

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.

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.

Q How much does this service cost?

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!

Submit Payment

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.)

Financial Wellness @ Work