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Request A Coach

Financial Advisor Network

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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.

98% Improved Their Financial Wellness 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

You can expect to receive at least four hours of no-cost advice, guidance, and assistance, about a $2,500 value. Your coach will focus on ensuring you understand your situation and help 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. Take the first step and request your coach today.

Get Started - In Three Easy Steps

Before you request a coach, please complete two important requirments. Simply click on the tiles below to walk through the necessary steps. Please do not request a coach below until you've completed these requirements.

We're Here to Help

If you're having trouble with the requirements or would like to learn more about our services before connecting with a coach, please meet with a member of our Customer Care team. Simply click here to schedule a date and time that works for you. We're happy to answer your questions.

Professional Assistance

When you click the button below, you will receive an introductory email once you have been matched with a coach. This is generally done within 24 hours. Please check your inbox (or your spam folder) for our emails. Your coach will contact you by email, phone, or text to schedule your first consultation meeting. If you experience any issues, just let us know.

Volunteer Coaches Ready to Help You

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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
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
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
Elizabeth Ackman
CEPA, CFP
Portland
,
Nationwide (all states, or it doesn't apply)
Texas
English
Estate Planning
Retirement/Retirement Income
Small Business
Social Security
Financial Planning
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
false
Julie Bonvillain
CDFA, CFP
Bethesda
,
Maryland, Virginia
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
true
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate Planning
Available
Not Available
false
Diane Kraft-Dziedzic
CFP
Vienna
,
Missouri, Mississippi, Washington, Utah, South Carolina, Pennsylvania, Oklahoma, Hawaii, Delaware, New Mexico, Minnesota, Massachusetts, Idaho, Florida, Arizona, West Virginia, Virginia, Tennessee, Oregon, Nevada, Georgia, Texas, New Hampshire, Arkansas, Vermont, Ohio, Indiana, Maryland, Illinois, Maine, New York, North Carolina, California, Connecticut, Colorado, New Jersey
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Education/College Planning
Social Security
Healthcare/Medicare
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
Richard Chambers
CFP
San Francisco
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Financial Planning
Social Security
Estate Planning
Retirement/Retirement Income
Wealth Management
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
true
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
Todd Walter
CFP, CPA, CKA
Columbus
,
Ohio
Ohio
English
Estate Planning
Financial Planning
Investment Management
Tax Planning
Social Security
Available
Not Available
false
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
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
John Anderson
CFP
Bryn Mawr
,
Nationwide (all states, or it doesn't apply)
Pennsylvania
English
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
true
Mindi Lynn Wernick
CFP
Brooklyn
,
New York, New Jersey, Florida, California
New York
English
Financial Planning
Financial Planning for LGBTQ+
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
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
Brad Baldridge
CFP
New Berlin
,
California, Colorado, Illinois, Florida, Wisconsin, Georgia, Iowa, Indiana, Maine, Maryland, Minnesota, Missouri, Montana, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia
Wisconsin
English
Financial Planning
Estate Planning
Education/College Planning
Investment Management
Retirement/Retirement Income
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
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
Howard Jay Rubin
CFP, RICP, CDFA, CLU
Rancho Mirage
,
California, Arizona, Florida, Illinois, Maine, Nevada, New Jersey, Oregon, Georgia, Tennessee, Washington
California
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Estate Planning
Wealth Management
Available
Not Available
false
Esai Ferguson
CFP
Estero
,
Florida, Illinois, Mississippi, North Carolina, Ohio, South Carolina, Texas
Florida
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Wealth Management
Available
Not Available
false
Douglas Turner
CFP, MBA
Englewood
,
Arizona, Colorado, Connecticut, Illinois, Massachusetts, New York, Oregon, Washington
Colorado
English
French
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Mitzie Wilson
CFP, RICP
ATLANTA
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Financial Planning for Special Needs
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
Alan Goldfarb
CFP, MBA
Dallas
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Philanthropy/Charitable Giving
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
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
false
Xochitl Napoles
CFP, ChFC
Sarasota
,
Nationwide (all states, or it doesn't apply)
Florida
English
Spanish
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Eric Kirste
CFP, CIMA, AIF
Prospect Heights
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Wealth Management
Social Security
Available
Not Available
false
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
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
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
Rich Marciano
CFP
West Hartford
,
Connecticut
Connecticut
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
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
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
Tim Johnson
CFP
Atlanta
,
Georgia, California, Texas
Georgia
English
Wealth Management
Financial Planning
Education/College Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
Available
Not Available
false
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
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
true
Monica Garver
AIF, CFP
Johnstown
,
Pennsylvania
Pennsylvania
English
Financial Planning
Estate Planning
Retirement/Retirement Income
Investment Management
Available
Not Available
false
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
Gerardo J Castillo
CFP
Omaha
,
Nationwide (all states, or it doesn't apply)
Nebraska
English
Spanish
Estate Planning
Financial Planning
Financial Planning for Special Needs
Investment Management
Social Security
Available
Not Available
true
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
true
Allen Hodys
CFP, RICP, JD
Harrison
,
New York
New York
English
Retirement/Retirement Income
Investment Management
Financial Planning
Estate Planning
Available
Not Available
true
Lynn Najman
CFP
Port Washington (sands point)
,
Connecticut, New York
New York
English
Financial Planning
Healthcare/Medicare
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
true
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
Anna Katharyn Hendrix
CFP
Atlanta
,
Nationwide (all states, or it doesn't apply)
Georgia
English
Debt Management
Estate Planning
Financial Planning
UHNWIs/Family Office
Wealth 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