1. Learn about this resource.
Residents can connect to a financial navigator, a live person who will guide you to local and national resources to help you:
Budget to pay for living expenses
Get supplemental income after a job loss
Make a plan to pay off debt
Look for protection from scams
Find childcare, older adult services, or immigrant services
Figure out how to plan for your financial future
This free service is called Financial Navigators and is offered by the Department of Insurance, Securities and Banking, in partnership with the United Planning Organization, a local nonprofit.
2. Check if you are eligible.
You are eligible if you live in DC.
talk to someone about your financial questions?
DO YOU WANT TO
4. Gather more information.
What happens after I apply?
You will answer questions about your financial situation on the phone or online.
If a financial navigator is not available right away, you’ll schedule a time to talk with them for 30-40 minutes.
You will meet with the navigator to discuss your concerns. During this meeting, the navigator will ask you a few additional questions about your situation.
The navigator will talk to you about available resources based on your situation. Afterward, they’ll send information about the resources to your email address.
The navigator will reach out to you 3-5 business days later to see if you have used any of the resources.
Are there any additional requirements I should know about?
Who should I contact if I have questions?
I still need help with my finances. What should I do?
Frequently Asked Questions
Do all eligible applicants get to access to this service?
This resource is provided by:
Keywords: phone, banking, savings, credit, unemployment, caretaking, financial planning
This page was last updated March 2021.