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Request A Coach

Financial Advisor Network

Wings for Widows Logo colored

Guidance from the Heart:
A Network of Compassionate Coaches

Our volunteer coaches hail from around the country and are eager to help you. They have one goal: to provide you with personalized advice and guidance to help you manage the overwhelming administrative, financial, and practical matters of loss.

Working With a Coach Can Improve Your Financial Wellness by 85%

It costs nothing to work with our volunteer coaches. So, why wouldn't you? Thousands have. They've regained confidence, stability, and peace of mind.

If you are overwhelmed, this is no time to go it alone. Professional advice and guidance can help you avoid costly mistakes and legal missteps. Request your coach today to receive at least four hours of professional assistance 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.

What You Can Expect

During your initial four hours of no-cost sessions, your coach will focus on understanding your situation and helping you navigate your most pressing concerns. You'll gain clarity, reduce stress, and feel more confident making decisions about your future. See what's possible here.

When your engagement concludes, you and your coach will discuss next steps together — whether that's additional no-cost assistance, transitioning to professional services, or wrapping up. There's no selling, no pressure, and no obligation. The choice is always yours.

Everyone deserves professional guidance during this difficult time — and that's exactly what Wings for Widows provides. Our volunteer coaches hold CFP® credentials, follow strict ethical standards, and keep everything completely confidential. You couldn't be in better hands. Take the first step and request your coach today.

Complete Two Requirements

1. Before you request a coach, please complete the Financial Wellness Survey if you haven't already done so. This information will help you and your coach get off to a quick start. Complete the Wellness Survey here. We cannot match you with a coach until this is completed.

2. Also, please review and sign our Client Letter of Agreement if you haven't already done so. The agreement outlines the expectations for working with your coach. Complete the Client Agreement here. We cannot match you with a coach until this is completed.

We're Here to Help

If you're having trouble with the requirements or would like to learn more about our services before connecting with a coach, please meet with a member of our Customer Care team. Simply click here to schedule a date and time that works for you. We're happy to answer your questions and help you take the next step with confidence.

Get Free, Professional Assistance

Once you have completed the Financial Wellness Survey and the Client Letter of Agreement, you are ready to request your coach. Do not request a coach if you have not completed these items or are not ready to begin working with your coach immediately.

When you click the button below, you will receive an introductory email once a match has been made. This is generally done within a few minutes, but can take up to 24 hours. Please check your inbox (or your junk folder) for our emails. Your coach will reply by email, phone, or text to schedule your first meeting. Please respond to your coach. If you experience any issues, just let us know. We're here to help!

150 Coaches Ready to Help You

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Available
Not Available
false
Kaylee McClellan
CFP, BFA, APMA
Minnetonka
,
Minnesota, Wisconsin
Minnesota
English
Financial Planning
Wealth Management
Retirement/Retirement Income
Small Business
Investment Management
Available
Not Available
false
Grant Meyer
CFP(R), BFA
Bloomington
,
Nationwide (all states), Connecticut, Delaware, Idaho, Illinois, Iowa, Minnesota, Nevada, Ohio, Wisconsin, Tennessee
Minnesota
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Small Business
Tax Planning
Wealth Management
Available
Not Available
false
Lynn Najman
CFP
Port Washington (sands point)
,
Connecticut, New York
New York
English
Financial Planning
Healthcare/Medicare
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Chris Barnes
CFP
Bedford
,
Nationwide (all states)
New Hampshire
Eastern Time Zone (ET)
English
Financial Planning
Investment Management
Estate Planning
Risk Management/Insurance
Tax Planning
Available
Not Available
false
Matthew Koppelman
CFP(R)
North Bethesda
,
California, Colorado, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Wyoming
Maryland
English
Financial Planning
Investment Management
Tax Planning
Risk Management/Insurance
Retirement/Retirement Income
Available
Not Available
false
Sheila Davis
CFP
Shawnee Mission
,
Arkansas, California, Colorado, Florida, Georgia, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, Oklahoma, Texas, Utah, Virginia, Washington
Kansas
English
Financial Planning
Education/College Planning
Retirement/Retirement Income
Social Security
Available
Not Available
false
David Stanfield
CFP
Seattle
,
Nationwide (all states)
Washington
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Small Business
Available
Not Available
false
Eric Kirste
CFP, CIMA, AIF
Prospect Heights
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Wealth Management
Social Security
Available
Not Available
false
Sharon Olson
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
Available
Not Available
false
Sarah Pham
AAMS, CFP, ChFC, MBA
Boulder
,
Colorado
Colorado
English
Education/College Planning
Estate Planning
Financial Planning
UHNWIs/Family Office
Tax Planning
Available
Not Available
false
Heather Holtzinger
CFP
Denver
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Education/College Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Financial Planning for LGBTQ+
Available
Not Available
false
Haley Rodriques
CFP
Plano
,
Texas
Texas
English
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
Available
Not Available
false
Ramesh Singh
CFP, CFA
Edison
,
Nationwide (all states)
New Jersey
Eastern Time Zone (ET)
English
Indian
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Education/College Planning
Available
Not Available
false
Mariella Foley
CFP, CDFA
Westfield
,
Nationwide (all states)
New Jersey
Eastern Time Zone (ET)
English
Spanish
Estate Planning
Financial Planning
Investment Management
Tax Planning
Wealth Management
Available
Not Available
false
Brian Lavoie
CFP(R)
Nashua
,
Nationwide (all states, or it doesn't apply)
New Hampshire
English
Financial Planning
Investment Management
Retirement/Retirement Income
Estate Planning
Tax Planning
Available
Not Available
false
John Anderson
CFP
Bryn Mawr
,
Nationwide (all states, or it doesn't apply)
Pennsylvania
English
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
true
Keshav Havnurkar
CFP, MBA
Rahway
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Indian
Retirement/Retirement Income
Available
Not Available
false
Dominic B LoPiccolo
CFP
Red Bank
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Estate Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Richard Chambers
CFP
San Francisco
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Financial Planning
Social Security
Estate Planning
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Alisa Sharp
CFP
San Francisco
,
Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, Tennessee, Texas, Washington, Wyoming
California
Pacific Time Zone (PT)
English
Financial Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
Wealth Management
UHNWIs/Family Office
Available
Not Available
false
Brent T. Boden
CFP, ChFC, BFA, CEPA
Cincinnati
,
Nationwide (all states), Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Ohio
English
UHNWIs/Family Office
Wealth Management
Tax Planning
Retirement/Retirement Income
Philanthropy/Charitable Giving
Available
Not Available
false
Roman Janos
CFP, ChFC, RICP
Gainesville
,
Alabama, California, Florida, Illinois, Massachusetts, Minnesota, New York, North Carolina, Rhode Island, South Carolina, Utah, Virginia, Georgia
Florida
English
German
Financial Planning
Financial Planning for LGBTQ+
Risk Management/Insurance
Wealth Management
Retirement/Retirement Income
Available
Not Available
false
Kenneth Hornstein
CFP
Pikesville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Debt Management
Estate Planning
Financial Planning
Retirement/Retirement Income
Investment Management
Available
Not Available
false
Susanna Pinto
CFP(R)
Irvine
,
California
California
English
Financial Planning
Available
Not Available
false
Douglas Turner
CFP, MBA
Englewood
,
Arizona, Colorado, Connecticut, Illinois, Massachusetts, New York, Oregon, Washington
Colorado
English
French
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Megan Kopka
CFP, RLP
Wilmington
,
Nationwide (all states)
North Carolina
Eastern Time Zone (ET)
English
Social Security
Retirement/Retirement Income
Estate Planning
Tax Planning
Risk Management/Insurance
Available
Not Available
true
Rose Niang
CFP, CRPC
Duluth
,
Georgia
Georgia
English
Education/College Planning
Financial Planning
Healthcare/Medicare
Investment Management
Available
Not Available
false
Rachael A. Christiano
CFP(R)
New York
,
Nationwide (all states, or it doesn't apply)
New York
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
false
Mindi Lynn Wernick
CFP
Brooklyn
,
New York, New Jersey, Florida, California
New York
English
Financial Planning
Financial Planning for LGBTQ+
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Available
Not Available
false
Lorri DeFoor
CFP
Lacey
,
Washington, California, Massachusetts
Washington
English
Financial Planning for LGBTQ+
Investment Management
Wealth Management
Financial Planning
Available
Not Available
false
John Petty (Jed)
CFA, CFP
Cleveland
,
Nationwide (all states)
Ohio
English
Debt Management
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Available
Not Available
false
Claudia Kane
CFP
Roseville
,
California, Nevada, Oregon
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
false
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
false
Heather Hennigh
CFP, AIF
Houston
,
California, Colorado, Massachusetts, New Mexico, Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Wealth Management
Risk Management/Insurance
Social Security
Available
Not Available
false
William Keffer
ChFC, CLU, CFP
Oak Park
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Education/College Planning
Available
Not Available
true
Elliott Weir
CFP(R)
Cedar Park
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
false
Darin Shebesta
CFP, CPFA, CAP, AIF
Scottsdale
,
Nationwide (all states, or it doesn't apply)
Arizona
Mountain Time Zone (MT)
English
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Tax Planning
Available
Not Available
true
Stoy Hall
CFP(R)
Ankeny
,
Iowa, Florida
Iowa
English
Small Business
UHNWIs/Family Office
Financial Planning
Financial Planning for LGBTQ+
Wealth Management
Available
Not Available
false
Dave McCary
CFP
West Hartford
,
Nationwide (all states)
Connecticut
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Philanthropy/Charitable Giving
Estate Planning
Tax Planning
Available
Not Available
false
Elizabeth McLaughlin
CFP
Lynnfield
,
Massachusetts
Massachusetts
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Risk Management/Insurance
Estate Planning
Available
Not Available
false
Nandita Das
CFA, CFP, EA, MBA, RICP
Newark
,
Nationwide (all states, or it doesn't apply)
Delaware
Eastern Time Zone (ET)
English
Indian
Estate Planning
Investment Management
Retirement/Retirement Income
Debt Management
Available
Not Available
false
Betsy Hutchins
CFP(R), CRPC
Germantown
,
Tennessee
Tennessee
English
Financial Planning
Healthcare/Medicare
Education/College Planning
Investment Management
Tax Planning
Available
Not Available
false
George Kastanis
CFP, BFA
Waretown
,
Nationwide (all states, or it doesn't apply), New Jersey
New Jersey
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Healthcare/Medicare
Available
Not Available
false
Michael Carretta
CFP, MBA
Monroeville
,
Arizona, California, Florida, Georgia, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia
Pennsylvania
English
Education/College Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Available
Not Available
false
Jacqueline Spaulding
CFP
Monterey
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Estate Planning
Tax Planning
Retirement/Retirement Income
Investment Management
Wealth Management
Available
Not Available
false
Jeff Morneault
CFP, EA, RICP
Austin
,
Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Available
Not Available
false
Katerina Minevich
CFP(R), CDFA
Los Angeles
,
Nationwide (all states, or it doesn't apply)
California
English
Russian
Financial Planning
Wealth Management
Investment Management
Estate Planning
Small Business
Available
Not Available
false
Claudia F Rivers
CFA, AIF
Centennial
,
Nationwide (all states, or it doesn't apply)
Colorado
Mountain Time Zone (MT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
Available
Not Available
false
Elizabeth Dawson
CFA, CFP
Alexandria
,
Nationwide (all states)
Virginia
Eastern Time Zone (ET)
English
French
Tax Planning
Estate Planning
Wealth Management
Retirement/Retirement Income
Available
Not Available
false
Liliana N Molina
CFP(R)
McLean
,
California, Florida, Indiana, Kentucky, Maine, Maryland, New York, North Carolina, South Carolina, Texas, Virginia
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Financial Planning