What is the purpose of this referral?
A referral to the Center for Financial Education & Wellness should be made when a staff member (e.g. instructor, Academic Advisor) learns the student or student group can benefit from a meeting on personal finance topics. Topics can include budgeting, saving, understanding credit, student loan repayment, financial decision making, or financial stress that the student is experiencing. Our goal is to assist students in navigating financial decisions while they are enrolled at Pitt and contribute to their overall well-being.
What action will be taken?
The response to the student will be a personalized email from the Director of Financial Wellness or Senior Assistant Director of Financial Wellness. Contact will be made through an email to determine if a meeting is required. If a meeting is required, a counselor will meet with the individual student to discuss personalize goals and financial support options available. For group presentations, please contact finwellness@pitt.edu.
When will the referral be closed?
The case will be closed when referrals have been made, or when it is determined that no follow up is necessary.