Financial Advisor Network

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 good start. Click the "Complete Wellness Survey" button below.

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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.