Basic Needs

Financial Wellness Consultations

Financial Wellness Consultations

Section 1

FWC One Pager with Topics

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 Financial Wellness Consultation with a FRESH Basic Needs Peer Educator!

What is a Financial Wellness Consultation?

  • You will meet with a trained Basic Needs Peer Educator for a 30-minute confidential consultation.
  • To book an appointment, you will submit an intake 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!


FRESH 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

Mint

Personalized insights, custom budgets, spend tracking, and subscription monitoring.

DOSH

Enter your credit and debit cards to get automatic cash back.

ibotta

Get cash back every time you shop online, in-store, or from your phone.

Every Dollar

Manage your budget with a built-in zero-based budget strategy.

Rakuten

Get deals and offers at 3,500+ stores and earn Cash Back.

Cost-Saving App Recommendations

AnyList: Grocery Shopping List

Create grocery shopping lists and collect and organize your recipes.

Retail Therapy

Find discounts and coupons for retailers in Irvine. Powered by Irvine Company.

GoodRx: Prescription Saver

Locate the best price on prescription drugs. Save up to 80%!

Fetch Rewards

Scan any grocery, retail, or restaurant receipt and earn points for gift cards (Amazon, Target, etc).

Personal Finance App Recommendations

Nerd Wallet

A personal finance tracking app that allows you to track your expenses and net worth, monitor and build your credit, compare offers, and more.

Credit Karma

Monitor your credit score, access personalized credit card recommendations, explore financial relief, and more.

UCI Campus Resources

Get Connected On-Campus!
Click to visit Student Success Initiatives website
Click to visit UCI Office of Financial Aid Website
Click to visit UCI Scholarship Universe website
Click to view FRESH about
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.