When you start a conversation, we ask for basic information about what you would like help understanding. A team member may review your request and follow up with general guidance based on the details you choose to share.

We provide general educational guidance related to budgeting, planning, organizing financial goals, and understanding available options. Our consultations are for informational purposes only.

We may contact you by phone, email, or through the chat experience regarding your request. Text message communication is only used when proper consent is provided through the approved opt in process.

Yes. Your information is used to respond to your request and provide service related support. Mobile opt in information is not sold or shared with third parties for marketing or promotional purposes.