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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
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
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
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
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
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
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
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
Kevin Jordan
CFP, MSFP, CFT-I
Fort Myers
,
Nationwide (all states, or it doesn't apply)
Florida
English
Financial Planning
Tax Planning
Social Security
Wealth Management
Risk Management/Insurance
Available
Not Available
false
Bryan Keorlet
CFA, CFP
Mount Pleasant
,
South Carolina, Texas
South Carolina
English
Financial Planning
Wealth Management
Debt Management
Tax Planning
Retirement/Retirement Income
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
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
true
Rucha Ramani
CFP, MBA
East Windsor
,
New Jersey
New Jersey
Indian
English
Financial Planning
Education/College Planning
Healthcare/Medicare
Investment Management
Risk Management/Insurance
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
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
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
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
true
Warren Arnold
CFP, CFA, ChFC
Chicago
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Wealth Management
Investment Management
Retirement/Retirement Income
Available
Not Available
true
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
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
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
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
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
Keshav Havnurkar
CFP, MBA
Rahway
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Indian
Retirement/Retirement Income
Available
Not Available
true
Mason Cude
CFP
Oklahoma City
,
Oklahoma
Oklahoma
English
Education/College Planning
Financial Planning
Financial Planning for Special Needs
Wealth Management
Retirement/Retirement Income
Available
Not Available
true
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial 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
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate Planning
Available
Not Available
true
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
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
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
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
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
true
Claudia Kane
CFP
Roseville
,
California, Nevada, Oregon
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
false
Danielle Luster
CDFA, CFP
San Diego
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Wealth Management
Investment Management
Available
Not Available
true
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
Rawia Maamoun
CFP(R)
Minnetonka
,
Michigan, Minnesota, North Dakota, New York, Texas, Wisconsin
Minnesota
Arabic
English
Retirement/Retirement Income
Financial Planning
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
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
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
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
Jill Jeter
CFP
Midlothian
,
Virginia, Pennsylvania, Massachusetts
Virginia
English
Wealth Management
Retirement/Retirement Income
Estate Planning
Investment Management
Available
Not Available
true
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
Haley Rodriques
CFP
Plano
,
Texas
Texas
English
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
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
Nandita Das
CFA, CFP, EA, MBA, RICP
Newark
,
Nationwide (all states, or it doesn't apply)
Delaware
Eastern Time Zone (ET)
English
Indian
Estate Planning
Investment Management
Retirement/Retirement Income
Debt Management
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
true
Rich Marciano
CFP
433 S Main St, West Hartford, CT 06110, USA
,
Connecticut
Connecticut
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Available
Not Available
true
Sharon Olson
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
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
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