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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
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
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
Baylis Jadamec
CFP
Red Bank
,
New Jersey, New York, Pennsylvania, Indiana
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Risk Management/Insurance
Available
Not Available
true
Yu Yu
CFP, CIMA
Iowa City
,
Nationwide (all states, or it doesn't apply)
Iowa
English
Chinese
Education/College Planning
Financial Planning
Retirement/Retirement Income
Investment Management
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
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
true
Lynette S. Jones
CFP
Vienna
,
Nationwide
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Social Security
Financial Planning
Tax Planning
Wealth Management
Available
Not Available
false
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
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
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
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
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
Available
Not Available
false
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
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
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
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
false
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
true
Jennifer (Dani) Ryan
CFP, , CDFA
Cockeysville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Estate Planning
Available
Not Available
false
Bradley Kutler
CFP
Scottsdale
,
Arizona
Arizona
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
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
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
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
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
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
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
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
Nathan Moore
CFP
Fresno
,
Arizona, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Washington, South Carolina
California
English
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Risk Management/Insurance
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
Rose Niang
CFP, CRPC
Duluth
,
Georgia
Georgia
English
Education/College Planning
Financial Planning
Healthcare/Medicare
Investment Management
Available
Not Available
false
Otto Rivera
CFP, RFC, EA
St. Cloud
,
Nationwide (all states, or it doesn't apply)
Florida
Eastern Time Zone (ET)
English
Spanish
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
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
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
Sarah Mouser
CDFA, CFP, CFP(R)
Alexandria
,
Virginia
Virginia
English
Debt Management
Education/College Planning
Estate Planning
Financial Planning
Tax Planning
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
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
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
Jeff Morneault
CFP, EA, RICP
Austin
,
Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Available
Not Available
false
Marguerite Griffin
CFP, CPA
Manasquan
,
New Jersey
New Jersey
English
Financial Planning
Education/College Planning
Debt Management
Healthcare/Medicare
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
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
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
true
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
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
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
false
Devin Geddings
CFP
Eagle
,
Nationwide (all states)
Idaho
Mountain Time Zone (MT)
English
No items found.
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
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
false
Lorri DeFoor
CFP
Lacey
,
Washington, California, Massachusetts
Washington
English
Financial Planning for LGBTQ+
Investment Management
Wealth Management
Financial Planning
Available
Not Available
true
Warren Arnold
CFP, CFA, ChFC
Chicago
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Wealth Management
Investment Management
Retirement/Retirement Income