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Request A Coach

Financial Advisor Network

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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.

98% Improved Their Financial Wellness Working With a Coach

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.

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What You Can Expect

You can expect to receive at least four hours of no-cost advice, guidance, and assistance, about a $2,500 value. Your coach will focus on ensuring you understand your situation and help 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. Take the first step and request your coach today.

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Get Started - In Three Easy Steps

Before you request a coach, please complete two important requirments. Simply click on the tiles below to walk through the necessary steps. Please do not request a coach below until you've completed these requirements.

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.

Professional Assistance

When you click the button below, you will receive an introductory email once you have been matched with a coach. This is generally done within 24 hours. Please check your inbox (or your spam folder) for our emails. Your coach will contact you by email, phone, or text to schedule your first consultation meeting. If you experience any issues, just let us know.

Volunteer Coaches Ready to Help You

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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
true
Jeff Morneault
CFP, EA, RICP
Austin
,
Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Available
Not Available
true
Ritu Jain
CFP, EA
Wilmette
,
Illinois
Illinois
Indian
English
Estate Planning
Financial Planning
Philanthropy/Charitable Giving
Tax Planning
Small Business
Available
Not Available
false
Marianela A Silva
CFP
Orange
,
California, Texas, Utah, Nevada, Colorado, Maryland, Arizona
California
Pacific Time Zone (PT)
English
Spanish
Retirement/Retirement Income
Wealth Management
Tax Planning
Estate Planning
Small Business
Available
Not Available
false
Nicole Moten
CFP
Birmingham
,
Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming
Michigan
English
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Philanthropy/Charitable Giving
Available
Not Available
false
Eric Blake
CFP
McKinney
,
Arkansas, Florida, Louisiana, New Mexico, Oklahoma, Texas, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Washington, Wisconsin, Wyoming
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
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
David Hayes
CFP
Homewood
,
Alabama, Florida, Georgia
Alabama
English
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Xochitl Napoles
CFP, ChFC
Sarasota
,
Nationwide (all states, or it doesn't apply)
Florida
English
Spanish
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Mitzie Wilson
CFP, RICP
ATLANTA
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Financial Planning for Special Needs
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
Claudia Kane
CFP
Roseville
,
California, Nevada, Oregon
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
true
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
John Loyd
BFA, CFP(R), EA, MBA, MSFP, CRPC
Fort Worth
,
Arizona, Arkansas, California, Colorado, Florida, Maryland, Michigan, New Jersey, Tennessee, Texas, Wisconsin, Wyoming, Indiana, Virginia
Texas
English
Spanish
UHNWIs/Family Office
Tax Planning
Financial Planning
Education/College Planning
Retirement/Retirement Income
Available
Not Available
false
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Available
Not Available
false
Kevin Lam
CFP
Wilmington
,
Delaware
Delaware
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Wealth Management
Social Security
Available
Not Available
false
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
Howard Jay Rubin
CFP, RICP, CDFA, CLU
Rancho Mirage
,
California, Arizona, Florida, Illinois, Maine, Nevada, New Jersey, Oregon, Georgia, Tennessee, Washington
California
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Estate Planning
Wealth Management
Available
Not Available
false
Tim Johnson
CFP
Atlanta
,
Georgia, California, Texas
Georgia
English
Wealth Management
Financial Planning
Education/College Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Daniel Pinheiro
CFA, CFP(R), CAIA
Fall River
,
Massachusetts, Rhode Island
Massachusetts
Portuguese
English
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Social Security
Available
Not Available
false
Alan Goldfarb
CFP, MBA
Dallas
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Philanthropy/Charitable Giving
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
true
Scott Panza
CFP
Westport
,
Nationwide (all states)
Connecticut
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Education/College Planning
Debt Management
Risk Management/Insurance
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
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
Brad Baldridge
CFP
New Berlin
,
California, Colorado, Illinois, Florida, Wisconsin, Georgia, Iowa, Indiana, Maine, Maryland, Minnesota, Missouri, Montana, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia
Wisconsin
English
Financial Planning
Estate Planning
Education/College Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
true
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
Jennifer Cook
CFA, RFC
Midlothian
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Available
Not Available
false
Allen Freeman
CFP(R), CDFA
Bluffton
,
Nationwide (all states)
South Carolina
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
Estate Planning
Available
Not Available
true
Patrick Durst
CFP
Centennial
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Tax Planning
Social Security
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
Becky Sebastian
CFP(R), CDFA
Apple Valley
,
Minnesota
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
false
Alfred (Fred) Hymans
CFP
Rocklin
,
Arizona, California, Georgia, Hawaii, Idaho, Nevada, New Mexico, North Carolina, Ohio, Oregon, Texas, Utah
California
Pacific Time Zone (PT)
English
Estate Planning
Financial Planning
Financial Planning for LGBTQ+
Investment Management
Small Business
Available
Not Available
false
Frank Byskov
CFA, CFP
Bethesda
,
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Iowa, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Maine, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, Montana, New Mexico, North Dakota, North Carolina, Ohio, Oklahoma, Oregon, New York, Pennsylvania, Rhode Island, South Carolina, South Dakota, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Tennessee
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Small Business
Investment Management
Philanthropy/Charitable Giving
Estate Planning
Available
Not Available
false
Melissa Brennan
CFP
Plano
,
California, Tennessee, Texas, Minnesota, Mississippi, Georgia, Arkansas
Texas
Central Time Zone (CT)
English
Estate Planning
Education/College Planning
Financial Planning
Investment Management
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
Anitra Carol Brennan
CFP, Other, CRPC, CPFA, RFC
McKinney
,
Nationwide (all states, or it doesn't apply)
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
false
Robert Just
CFP
Liverpool
,
Nationwide (all states)
New York
Eastern Time Zone (ET)
English
Investment Management
Wealth Management
Retirement/Retirement Income
Education/College Planning
Available
Not Available
false
Tracy Richter
CFP
Maryville
,
TN
Tennessee
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
false
Esai Ferguson
CFP
Estero
,
Florida, Illinois, Mississippi, North Carolina, Ohio, South Carolina, Texas
Florida
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Wealth Management
Available
Not Available
true
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
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
Elizabeth Ackman
CEPA, CFP
Portland
,
Nationwide (all states, or it doesn't apply)
Texas
English
Estate Planning
Retirement/Retirement Income
Small Business
Social Security
Financial Planning
Available
Not Available
false
Steven Flagg
CDFA, CFP, CIMA
Holmes
,
Nationwide (all states, or it doesn't apply)
New York
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Tax Planning
Available
Not Available
false
Nick Nannicelli
CFP, CFP(R)
Norwell
,
Alabama, California, Connecticut, Florida, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Rhode Island, Pennsylvania, South Carolina, Texas, Vermont, Arizona, Nevada
Massachusetts
English
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Risk Management/Insurance
Available
Not Available
true
Allen Hodys
CFP, RICP, JD
Harrison
,
New York
New York
English
Retirement/Retirement Income
Investment Management
Financial Planning
Estate Planning
Available
Not Available
true
Monica Garver
AIF, CFP
Johnstown
,
Pennsylvania
Pennsylvania
English
Financial Planning
Estate Planning
Retirement/Retirement Income
Investment Management
Available
Not Available
true
Sandra (Sandee) Fricks
CFP(R)
Buford
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
Available
Not Available
true
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
Felicia Posil
CFP
New York
,
Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Philanthropy/Charitable Giving