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
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 good start. Click the "Complete Wellness Survey" button below.
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.
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 and 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.
Your Financial Coach is Waiting to Help!
Alix Magner
Michael Carretta
Dave McCary
Chris Barnes
Heather Holtzinger
Timothy Steven Griesdorn
Roman Janos
Darin Shebesta
Sharon Olson
Jennifer Cook
Keshav Havnurkar
Liliana N Molina
Heather Hennigh
Claudia F Rivers
Wendy Keeler
Grant Meyer
Elliott Weir
Sarah Pham
Shai Chu
Jun Chen
Kim Wurl
Scott Panza
Rick D Kelley
Warren Arnold
Heather Failla
Jennifer (Dani) Ryan
Alan Goldfarb
Marianela A Silva
Marie Chiarucci
Craig Scrimpshire
Dennis Forster
Stephanie Trexler
Gordon Reynolds
Joe Davis
Jessica Davis
Brent T. Boden
Jacqueline Spaulding
Elise Hartwig
Haley Rodriques
Mark Colgan
Harold Zazula
Lawrence M Albert
Alisa Sharp
Megan Kopka
David Scureman
Arash Navi
Richard Chambers
Monique Holloway
Anitra Carol Brennan
