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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. 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 24-48 hours. Please check your inbox (or your junk folder) for this email. Your coach will reply by email, phone, or text to connect with you 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
Roxane Dimon
CFP
Alpharetta
,
Nationwide (all states, or it doesn't apply)
Georgia
English
Financial Planning
Retirement/Retirement Income
Estate Planning
Investment Management
Tax Planning
Available
Not Available
true
Julie Bonvillain
CDFA, CFP
Bethesda
,
Maryland, Virginia
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
true
John Bergstrom
CFP, ChFC, CLU
Edina
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Social Security
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
true
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
true
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
Jeff Morneault
CFP, EA, RICP
Austin
,
Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Available
Not Available
false
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
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
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
Arash Navi
CFP, CPA
Irvine
,
California
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Investment Management
Wealth Management
Debt Management
Available
Not Available
true
Mark Cernicky
CFA, CFP
Rapid City
,
South Dakota, Wyoming
South Dakota
English
Investment Management
Retirement/Retirement Income
Estate Planning
Financial Planning
Social Security
Available
Not Available
false
Craig Scrimpshire
CFP(R), ChFC, CFP
Chandler
,
Arizona, California, Connecticut, Florida, Massachusetts, Texas, Wyoming
Arizona
English
Financial Planning
Retirement/Retirement Income
Social Security
Wealth Management
Philanthropy/Charitable Giving
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
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
true
Keshav Havnurkar
CFP, MBA
Rahway
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Indian
Retirement/Retirement Income
Available
Not Available
true
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
true
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
true
Sharon Olson
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
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
false
Chadwick Schloesser
CFP
Middleton
,
Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Wisconsin
English
Estate Planning
Financial Planning for Special Needs
Investment Management
Retirement/Retirement Income
Wealth Management
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
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
Available
Not Available
false
Kenneth VanHouten
CFP, ChFC
Rensselaer
,
Florida, Georgia, Illinois, Indiana, Michigan, New York, Tennessee, South Carolina, Virginia
Indiana
English
Financial Planning
Investment Management
Small Business
Wealth Management
Retirement/Retirement Income
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
true
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
false
Richard Chambers
CFP
Stateline
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Financial Planning
Investment Management
Retirement/Retirement Income
Social Security
Estate Planning
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
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
Elise Hartwig
CFP
Hopkins
,
Florida, Colorado, Minnesota, Arizona, South Dakota, North Dakota, Tennessee, Wisconsin
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Education/College Planning
Philanthropy/Charitable Giving
Available
Not Available
false
Jeffrey H. Stern
CFP
Sarasota
,
Nationwide (all states)
Florida
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Small Business
Available
Not Available
false
Nicholas Ludwa
CFP, CLU
Hamburg
,
Arizona, Florida, Maryland, Massachusetts, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas
New York
English
Financial Planning
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Available
Not Available
false
Faye Lawrence
CFP, EA
McLean
,
Nationwide (all states, or it doesn't apply)
Virginia
English
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
Available
Not Available
false
John Flannery
CFP
CHARLOTTESVILLE
,
Virginia, Texas, North Carolina
Virginia
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
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
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
Kristen M. Makari
CFP, MBA, CRPC
West Chester
,
Florida, Indiana, Kentucky, Michigan, Ohio
Ohio
Eastern Time Zone (ET)
English
Debt Management
Financial Planning
Education/College Planning
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
true
Rick D Kelley
CFP
Tucson
,
Nationwide (all states)
Arizona
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Estate Planning
Investment Management
Tax Planning
Social Security
Available
Not Available
true
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
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
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
Richard Leake
CFP, EA
Geneva
,
Nationwide (all states, or it doesn't apply)
Illinois
English
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Wealth 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
Shai Chu
CFP
Ashburn
,
Arizona, California, Florida, Georgia, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, North Carolina, Virginia, Tennessee
Virginia
Eastern Time Zone (ET)
English
Investment Management
Available
Not Available
false
Matthew R. Etzler
CFP, CRPS
Red Bluff
,
California
California
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Estate Planning
Investment Management
Available
Not Available
false
Daniel J Artrip
CFP(R)
Smithville
,
Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Iowa, Mississippi, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, West Virginia
Ohio
English
Financial Planning
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Available
Not Available
false
Erik Babocsi
CFP
Cary
,
Nationwide (all states, or it doesn't apply)
North Carolina
English
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Lawrence M Albert
CFP, AIF
Beverly
,
Massachusetts
Massachusetts
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Debt Management
Social Security
Risk Management/Insurance