Financial Advisor Network
Guidance from the Heart:
A Network of Compassionate Coaches
Financial Wellness Scores Improve 85%, on Average, by 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 making costly mistakes and legal missteps. Request your coach today to receive at least four hours of professional advice and guidance 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 and secure 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 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. 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 to Get Started
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. Click the "Complete Wellness Survey" button below.
2. Before you request a coach, please review and electronically sign our Client Letter of Agreement that outlines the expectations for working with your coach. Click the "Complete Client Agreement" button below.
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 the button below 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 a 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 "Request a Coach" 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 hours. Please check your inbox or your junk/spam folder for this email. Once introduced, your coach will reply by email, phone, or text to connect with you to schedule your first meeting. If you experience any issues, just let us know. We're here to help!
I didn’t know what to expect from this. I was hoping for someone to teach me how to handle our money but preparing for the worst. I was ready to have some guy tell me to invest money I don’t have into things I don’t understand and then tell me to stop shopping, and that is NOT what I got. My coach was extremely empathetic, kind, and thankfully understanding… He taught me how to make a budget and gave me a general understanding of where my money is going/can go and how to keep it safe. I’m so thankful to have had such an amazing person coach me through the least amazing part of my life.
150 Financial Coaches Waiting to Help...
David Roop
Jeffrey H. Stern
Becky Sebastian
Sheila Davis
Allen Freeman
Wendy Keeler
Melissa Brennan
Elliott Appel
Mark Colgan
Richard Rosenberg
Tracy Richter
Matthew R. Etzler
Robert Just
Felicia Posil
Jun Chen
Jenny Redington
Danielle Luster
Kristen M. Makari
Daniel J Artrip
Gordon Reynolds
Roman Janos
Lawrence M Albert
Kenneth VanHouten
Matthew Koppelman
Camille Svitek
Alfred (Fred) Hymans
Arash Navi
Bryan Keorlet
Kim Wurl
Haley Rodriques
Test Coach
Eric Kirste
Joe Rogers
Micah Larson
Rich Marciano
Stoy Hall
Jessica Davis
Joe Davis
Lorri DeFoor
Rose Niang
Jacqueline Spaulding
Otto Rivera
Kyle Young
Lynn Najman
Esai Ferguson
Chadwick Schloesser
David Stanfield
Camille Svitek
Carly Griffin
