Financial wellness counseling

Throughout your academic career and in your personal life, we want you to be able to make informed, sustainable financial decisions. We recognize that money can be a complex topic, and that every student has individual needs.

Certified financial wellness counselors who are part of One Stop Student Services are available to help. Whether teaching money management, or answering questions about loans, they have a wealth of knowledge for University students. Schedule a free financial wellness appointment, or learn more about financial wellness below. 

Please note, you do not need an appointment to speak about general financial aid questions. Feel free to call, email, or stop by any One Stop Student Services location for general aid questions.

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About financial wellness appointments

If you are a student at the University of Minnesota, Twin Cities, financial wellness appointments are available to you. You can meet with a counselor at any One Stop Student Services location on the East Bank in Minneapolis, or on the St. Paul campus. Financial wellness appointments are:

  • Free
  • 30 minutes
  • Open to all Twin Cities students
  • Available Monday-Friday, typically between 8:00-11:00 a.m. and 2:00-4:00 p.m.

When you schedule an appointment, a financial wellness counselor will personalize an agenda and prepare takeaway materials based on your expressed interest. Some common topics for financial wellness appointments include:

  • Budgeting
  • Loans and repayment
  • Understanding credit
  • Setting financial goals
  • Banking and savings basics

Schedule a financial wellness appointment

Financial wellness appointments are available to University of Minnesota, Twin Cities students. If you’d like to set up a 30-minute, one-on-one meeting with a certified financial wellness counselor, simply select the location below to be taken to the appointment calendar.

Schedule a financial wellness appointment 

A counselor will be in touch after you select an appointment time and will then pull together specific resources to customize your meeting. You will be emailed a link to complete a short pre-survey in advance of the meeting so that the counselor knows what to prepare.

Prepare for your appointment

It is helpful to indicate what you would like to discuss before meeting with a financial wellness counselor, but not absolutely necessary. If you already know what you would like to discuss, indicate that when you schedule your appointment. In order to get the most out of your appointment, consider taking the following actions:

  • Write down specific questions or concerns to bring to the appointment.
  • Consider what information to share with the counselor that might help them better help you.
  • Know your login information for the Federal Student Aid website; if you plan to discuss student loans, logging in to view your student loans during the appointment will be helpful.

About financial wellness counselors

Financial wellness counselors are One Stop counselors who are certified in personal financial management. They provide unique expertise—a blend of University and personal finance knowledge.

Specifically, they are knowledgeable in the following financial areas:

  • Budgeting and spending
  • Banking basics
  • Credit
  • Loans and repayment
  • Identity theft

Financial wellness counselors offer appointments that are personalized to you. While they can provide information and guidance, financial wellness counselors are not financial advisors. They are available to help inform you, rather than tell you what to do.

The benefit of meeting with a counselor

If you meet with a financial wellness counselor, chances are that you will walk away from the appointment with more knowledge and confidence to make financial decisions. The dedicated time of your appointment is a safe space for you to learn, discuss, ask questions, and consider how best to manage your finances.

Additionally, financial wellness counselors have knowledge that is unique to the University of Minnesota. You can ask any questions related to your student status, tuition, loans, or about how being a student affects your personal finances.

As a free benefit to you, we encourage every student to meet with a financial wellness counselor at least once. If meeting one-on-one does not interest you, use our financial literacy resources:

Study abroad financial aid preview meetings are scheduled through the Learning Abroad Center