Financial Advisor Network
Guidance from the Heart:
A Network of Compassionate Experts
When you lose a spouse, your financial situation can feel like an emergency, a crisis. For many, it is a crisis.
Wings for Widows helps you connect with an experienced CERTIFIED FINANCIAL PLANNER™ professional who understands your unique challenges and is committed to providing at least four hours of professional advice and guidance at no cost to you during safe, judgment-free virtual sessions. To learn more about the areas your coach can address with you, please visit here.
If you are overwhelmed, this is no time to go it alone. Professional advice and guidance can help you avoid making costly mistakes and legal missteps. Get your questions answered! Connect with your volunteer coach today.
Getting connected with your volunteer coach is as easy as 1-2-3:
- Select your Coach. Search by state to find your coach. Each profile includes the coach's professional credentials, areas of expertise, languages spoken, and background information. Click "Contact Coach" to connect. Your coach will contact you within a few days.
- Complete the Financial Wellness Survey. If you have completed the Financial Wellness Survey, thank you. If you haven't, please complete the Financial Wellness Survey here. The Financial Wellness Survey will help you and your coach get off to a quick start.
- Sign the Client Letter of Agreement. If you agree to work with the coach, you will be asked to review and sign a letter of agreement here. This sets the expectations for working together.
What you can expect:
During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your situation and helping you navigate important financial decisions. There is no selling of products or services during this period. Your coach will help you address your biggest concerns and provide advice and suggestions covering the most important topics during safe, virtual meetings. After completing the pro bono engagement, you and your coach can discuss options for moving forward—whether that means continuing with pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with no pressure or obligation whatsoever.
Everyone deserves access to professional financial guidance during this challenging transition. And that's precisely what you receive when working with Wings for Widows. Our volunteer coaches provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. You couldn't be in better hands!
Take the first essential step today by finding your financial coach below.
I didn’t know what to expect from this. I was hoping for someone to teach me how to handle our money but preparing for the worst. I was ready to have some guy tell me to invest money I don’t have into things I don’t understand and then tell me to stop shopping, and that is NOT what I got. My coach was extremely empathetic, kind, and thankfully understanding… He taught me how to make a budget and gave me a general understanding of where my money is going/can go and how to keep it safe. I’m so thankful to have had such an amazing person coach me through the least amazing part of my life.
Choose Your Financial Coach
Jeffrey H. Stern
Elliott Appel
Kim Wurl
Sarah Mouser
Cheryl Langston
Jun Chen
Anitra Carol Brennan
Jennifer (Dani) Ryan
David Scureman
Heather Holtzinger
George Kastanis
Kate Sweeney
Shai Chu
Todd Walter
Eric Kirste
Julie Bonvillain
Tracy Richter
Gary Simmerman
Roman Janos
Mary Chapman
Jennifer Cook
Mariella Foley
Darin Shebesta
Keshav Havnurkar
Nandita Das
Rich Marciano
Alisa Sharp
Warren Arnold
Nicole Moten
David Stanfield
Elizabeth McLaughlin
Esai Ferguson
Lawrence M Albert
Gary Buczkowski
Danielle Luster
Richard Chambers
Dave McCary
Chris Barnes
Carson Wright
David Roop
Sarah Pham
Devin Geddings
Stephen Overstreet
Kenneth Hornstein
Elliott Weir
Becky Sebastian
Allen Freeman
Mark Colgan
Jenny Redington
