Financial Wellness Consultations
Have you ever had these questions?
- Where does my money go?
- Do I have enough money for groceries? For rent?
- What are the financial aid resources available to me?
- How can I build my credit as a college student?
Book a 1-1 Consultation with a Basic Needs Advocate!
What is a Financial Wellness Consultation?
- You will meet with a trained Basic Needs Advocate for a 30-minute confidential consultation.
- To book an appointment, you will submit a short form to provide information on your financial situation and describe what you would like assistance on.
- During the 1-1 confidential consultation, students will learn how to set financial goals, develop a budget, build an emergency fund, and understand credit & debt management (ex: student loans).
Note: If you have financial-aid specific questions, please contact the Office of Financial Aid and Scholarships (OFAS) for assistance! You may (1) call OFAS at (949) 824-8262 between Monday to Friday 10:00 AM to 4:00 PM, (2) schedule a 15-minute appointment with a financial aid representative, and (3) email OFAS.
Resources
Check out our college student-friendly personal finance resources!
Basic Needs Center’s Budget Template
New to budgeting? Visit our budget template that features a zero-based budget strategy. Hint: Book a financial wellness consultation with one of our Basic Needs Peer Educators to walk you through creating a budget!
Student Loan Simulator
Unsure about student loan payments? Federal Student Aid offers a Loan Simulator that helps you calculate student loan payments and choose a loan repayment option that best meets your needs and goals. You can also use it to decide whether to consolidate your student loans.
Budgeting App Recommendations
DOSH
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ibotta
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Mint
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Rakuten
Get deals and offers at 3,500+ stores
and earn Cash Back.
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Retail Therapy
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Personal Finance App Recommendations
Nerd Wallet
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Credit Karma
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UCI Campus Resources
Get Connected On-Campus!
Disclaimer: The services we offer are solely for informational and educational purposes.
As Basic Needs Peer Educators, we are not certified to advise on your financial situation, but are trained to help you better understand basic personal finance concepts to promote financial wellness in a college setting.
Financial Wellness Consultations will be provided both in-person and via Zoom conferencing software.