By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
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...

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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
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
false
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate Planning
Available
Not Available
true
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
Becky Sebastian
CFP(R), CDFA
Apple Valley
,
Minnesota
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
false
Richard Rosenberg
CFP(R), CPA, MBA
Scarsdale
,
Nationwide (all states, or it doesn't apply)
New York
English
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
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
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
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
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
Haley Rodriques
CFP
Plano
,
Texas
Texas
English
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
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
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
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
Marie Chiarucci
CFP, CRPC
Hudson
,
Ohio
Ohio
English
Financial Planning
Retirement/Retirement Income
Investment Management
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
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
false
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment 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
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
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
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
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
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
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
true
Rose Niang
CFP, CRPC
Duluth
,
Georgia
Georgia
English
Education/College Planning
Financial Planning
Healthcare/Medicare
Investment Management
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
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
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
Bradley Kutler
CFP
Scottsdale
,
Arizona
Arizona
English
Retirement/Retirement Income
Investment Management
Tax Planning
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
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
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
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
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
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
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
Sharon Olson
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
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
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
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
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
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
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
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
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
Karen Collins
CFP, CPA
Austin
,
Texas
Texas
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Small Business
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