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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.

Support in Just a Few Steps

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.

2. Likewise, 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're Here to Help

Still have questions? We're here to help. If you'd like to learn more about our services before connecting with a coach, we invite you to schedule a conversation with a member of our Customer Care team. Simply click here to choose a 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 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 24-48 hours. Please check your inbox (or your junk folder) for this email. Your coach will reply by email, phone, or text to connect to schedule your first meeting. Please respond. If you experience any issues, just let us know. We're here to help!

150 Financial Coaches Waiting to Help...

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Available
Not Available
false
Mark Colgan
CFP(R)
Pittsford
,
Florida, New York, North Carolina, Texas
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Financial Planning
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
true
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
Gary Buczkowski
CFP
Clackamas
,
Arizona, California, Florida, Hawaii, Idaho, Illinois, Massachusetts, Nevada, Oregon, South Carolina, Texas, Washington
Oregon
Pacific Time Zone (PT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
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
Joe Davis
CFP
Buffalo
,
Nationwide (all states)
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Risk Management/Insurance
Education/College Planning
Available
Not Available
true
Mitzie Wilson
CFP, RICP
ATLANTA
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Financial Planning for Special Needs
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
false
Bryan F. Tornow
CFP
La Crosse
,
Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin
Wisconsin
English
Estate Planning
Financial Planning
Investment Management
Wealth Management
Social Security
Available
Not Available
false
Jeff Moorhouse
CFP, CEPA
Ventura
,
Nationwide (all states, or it doesn't apply)
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Small Business
Wealth Management
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
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
true
Arrash Zare
ChFC, CLU, RICP, CFP(R), CEPA, BFA
Anaheim
,
California
California
English
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Social Security
Wealth Management
Available
Not Available
false
David Hayes
CFP
Homewood
,
Alabama, Florida, Georgia
Alabama
English
Financial Planning
Tax Planning
Social Security
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
true
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
true
Heather Failla
CDFA, CFP, CRPC
Cumming
,
Georgia
Georgia
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Financial Planning
Healthcare/Medicare
Social Security
Available
Not Available
true
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
true
Todd Walter
CFP, CPA, CKA
Columbus
,
Ohio
Ohio
English
Estate Planning
Financial Planning
Investment Management
Tax Planning
Social Security
Available
Not Available
true
Benjamin Ott
AAMS, CFP
Hammonton
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Wealth Management
Available
Not Available
false
John Flannery
CFP
CHARLOTTESVILLE
,
Virginia, Texas, North Carolina
Virginia
English
Financial Planning
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
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
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
false
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate Planning
Available
Not Available
true
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
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
Dennis Forster
CFP
Santa Barbara
,
Alaska, Arizona, California, Washington
California
Pacific Time Zone (PT)
English
Investment Management
Wealth Management
Estate Planning
Education/College Planning
Philanthropy/Charitable Giving
Available
Not Available
false
Rawia Maamoun
CFP(R)
Minnetonka
,
Michigan, Minnesota, North Dakota, New York, Texas, Wisconsin
Minnesota
Arabic
English
Retirement/Retirement Income
Financial Planning
Available
Not Available
false
Deborah Dsrchi
CFP
Oldsmar
,
Nationwide (all states, or it doesn't apply)
Florida
English
Financial Planning
Risk Management/Insurance
Financial Planning for Special Needs
Retirement/Retirement Income
Wealth Management
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
Bradley Kutler
CFP
Scottsdale
,
Arizona
Arizona
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Available
Not Available
true
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
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
Jean Wolfe
CIMA, CPFA, CFP
Falcon Heights
,
Minnesota
Minnesota
Central Time Zone (CT)
English
Financial Planning
Estate Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Available
Not Available
true
Rich Marciano
CFP
West Hartford
,
Connecticut
Connecticut
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
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
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
true
Jill Jeter
CFP
Midlothian
,
Virginia, Pennsylvania, Massachusetts
Virginia
English
Wealth Management
Retirement/Retirement Income
Estate Planning
Investment Management
Available
Not Available
true
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
false
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
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
Camille Svitek
CFA, CFP(R), CFP
Arlington
,
Nationwide (all states, or it doesn't apply)
Virginia
English
Wealth Management
Retirement/Retirement Income
Financial Planning
Estate Planning
Investment Management
Available
Not Available
false
Becky Sebastian
CFP(R), CDFA
Apple Valley
,
Minnesota
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
true
Elliott Appel
CFP, CLU, RLP
Madison
,
Washington, Wisconsin
Wisconsin
Central Time Zone (CT)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Investment Management
Risk Management/Insurance
Available
Not Available
true
Sharon Olson
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
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
true
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Available
Not Available
false
Alix Magner
CFP
Minneapolis
,
Nationwide (all states, or it doesn't apply)
Minnesota
English
Debt Management
Education/College Planning
Financial Planning for LGBTQ+
Social Security
Financial Planning