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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.

Financial Wellness Scores Improve 85% 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.

What You Can Expect

During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your current situation and helping you navigate your biggest concerns. You will gain clarity and understanding, which reduces stress. They will help you feel more confident when making financial decisions about your future. See the possible results by visiting here.

After completing the pro bono engagement with your coach, you will discuss options for moving forward—whether that means continuing with additional pro bono assistance, transitioning to professional services, or concluding the engagement. There is no selling of products or services. There is never any pressure or obligation to continue. You have options so that we are able to personalize the level of assistance you need.

Everyone deserves access to professional guidance during this challenging transition. And that's precisely what you receive with Wings for Widows. Our volunteer coaches provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. You couldn't be in better hands! Take the first essential step and request your coach today.

Two Steps Before Requesting A Coach

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.

Questions?

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.

Request Your Coach

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
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
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
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
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
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
Ritu Jain
CFP, EA
Wilmette
,
Illinois
Illinois
Indian
English
Estate Planning
Financial Planning
Philanthropy/Charitable Giving
Tax Planning
Small Business
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
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
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
Wendy Keeler
CFP
Dublin
,
Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, West Virginia, Wisconsin
Ohio
English
Education/College Planning
Financial Planning
Retirement/Retirement Income
Wealth Management
Debt Management
Available
Not Available
true
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
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
Sandra (Sandee) Fricks
CFP(R)
Buford
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
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
H.L. Norwich
CFP, JD
Potomac Falls
,
Virginia
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Tax Planning
Financial Planning for LGBTQ+
Small Business
Retirement/Retirement Income
Available
Not Available
true
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
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
true
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
true
Mary Chapman
CFP
Summerville
,
South Carolina
South Carolina
English
Italian
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Philanthropy/Charitable Giving
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
true
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
true
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
Robert Thomas Kocembo
CFP, CFP(R), ChFC
Jackson
,
Michigan
Michigan
English
Financial Planning
Debt Management
Tax Planning
Retirement/Retirement Income
Small Business
Available
Not Available
true
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
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial 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
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
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
Allen Hodys
CFP, RICP, JD
harrison
,
New York
New York
English
Retirement/Retirement Income
Investment Management
Financial Planning
Estate Planning
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
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
Bradley Kutler
CFP
Scottsdale
,
Arizona
Arizona
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Available
Not Available
false
Jessica Davis
CFP, AAMS, CRPC
Fort Worth
,
Arkansas
Texas
Central Time Zone (CT)
English
Estate Planning
Retirement/Retirement Income
Financial Planning for Special Needs
Wealth Management
Other
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
Patrick Durst
CFP
Centennial
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Tax Planning
Social Security
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
Stephanie Trexler
CFP, MSFP
Grand Rapids
,
Michigan
Michigan
English
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Estate Planning
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
true
Rose Niang
CFP, CRPC
Duluth
,
Georgia
Georgia
English
Education/College Planning
Financial Planning
Healthcare/Medicare
Investment Management
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
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
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
Becky Sebastian
CFP(R), CDFA
Apple Valley
,
Minnesota
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
false
Jill Jeter
CFP
Midlothian
,
Virginia, Pennsylvania, Massachusetts
Virginia
English
Wealth Management
Retirement/Retirement Income
Estate 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
false
Lorri DeFoor
CFP
Lacey
,
Washington, California, Massachusetts
Washington
English
Financial Planning for LGBTQ+
Investment Management
Wealth Management
Financial Planning
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
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
Claudia Kane
CFP
Roseville
,
California, Nevada, Oregon
California
Pacific Time Zone (PT)
English
No items found.