One-on-One Financial Coaching

  • We offer one-on-one financial coaching to all UCSC students and alumni. Meet with our financial literacy coordinator to develop a budget, discuss financial questions you may have, or to get connected with resources to meet your needs. Appointments are 30 minutes long. When scheduling, you will be asked to choose a financial topic for the appointment. At that time, you may write-in a topic that is not listed or further clarify your reason for making the appointment.


  • Who You Will Be Meeting With: 

Financial Literacy Coordinator: 

Tiffany Zachmeier

Peer Mentors:

Taylor Jones, Certified Peer Financial Mentor:

Taylor is a senior in the Division of Physical and Biological Sciences. Taylor’s interest in personal finance began while preparing to head off to college. Taylor wanted to understand the true cost of higher education and be proactive in managing her own money. 

 Luis Carvajal, Certified Peer Financial Mentor:

Luis is a senior in the School of Engineering. Luis became interested in personal finance when the pandemic started. He started learning from YouTube videos, then took a course at UCSC.

  • How to Schedule an Appointment:

Current students can schedule an appointment for one-on-one coaching through Slug Success. To find SlugCents in the Slug Success portal, choose “Other Student Services” in the type of appointment. From there, you will be able to choose SlugCents and the financial topic you would like to discuss.

Graduate students, students on leave, and alumni may email to set up an appointment. 

  • What To Expect During Your Appointment: 

Our financial coaches are trained in financial counseling. Your coach will start your appointment by learning more about you, your background, and the reason you made an appointment. Coaches are able to meet with you about a myriad of topics, including budgeting, credit, retirement, and fraud. Coaches can also provide access to resources and referrals depending on your needs. Appointments are confidential.