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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.

Working With a Coach Can Improve Your Financial Wellness by 85%

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 no-cost sessions, your coach will focus on understanding your situation and helping 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 — and that's exactly what Wings for Widows provides. Our volunteer coaches hold CFP® credentials, follow strict ethical standards, and keep everything completely confidential. You couldn't be in better hands. Take the first step and request your coach today.

Complete Two Requirements

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. We cannot match you with a coach until this is completed.

2. Also, 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. We cannot match you with a coach until this is completed.

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 and help you take the next step with confidence.

Get Free, Professional Assistance

Once you have completed the Financial Wellness Survey and the Client Letter of Agreement, you are ready to request your coach. Do not request a coach if you have not completed these items or are not ready to begin working with your coach immediately.

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 hours. Please check your inbox (or your junk folder) for our emails. Your coach will reply by email, phone, or text to schedule your first meeting. Please respond to your coach. If you experience any issues, just let us know. We're here to help!

150 Financial Coaches Waiting to Help...

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Available
Not Available
false
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
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
Katerina Minevich
CFP(R), CDFA
Los Angeles
,
Nationwide (all states, or it doesn't apply)
California
English
Russian
Financial Planning
Wealth Management
Investment Management
Estate Planning
Small Business
Available
Not Available
false
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
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
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
Daniel Pinheiro
CFA, CFP(R), CAIA
Fall River
,
Massachusetts, Rhode Island
Massachusetts
Portuguese
English
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Social Security
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
Richard Rosenberg
CFP(R), CPA, MBA
Scarsdale
,
Nationwide (all states, or it doesn't apply)
New York
English
Financial Planning
Available
Not Available
true
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
Baylis Jadamec
CFP
Red Bank
,
New Jersey, New York, Pennsylvania, Indiana
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Risk Management/Insurance
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
true
Erik Babocsi
CFP
Cary
,
Nationwide (all states, or it doesn't apply)
North Carolina
English
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Liliana N Molina
CFP(R)
McLean
,
California, Florida, Indiana, Kentucky, Maine, Maryland, New York, North Carolina, South Carolina, Texas, Virginia
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Financial 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
false
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
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
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
Sandra (Sandee) Fricks
CFP(R)
Buford
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
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
Nathan Moore
CFP
Fresno
,
Arizona, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Washington, South Carolina
California
English
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Risk Management/Insurance
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
Alisa Sharp
CFP
San Francisco
,
Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, Tennessee, Texas, Washington, Wyoming
California
Pacific Time Zone (PT)
English
Financial Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
Wealth Management
UHNWIs/Family Office
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
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
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
true
Melissa Brennan
CFP
Plano
,
California, Tennessee, Texas, Minnesota, Mississippi, Georgia, Arkansas
Texas
Central Time Zone (CT)
English
Estate Planning
Education/College Planning
Financial Planning
Investment Management
Available
Not Available
true
Tracy Richter
CFP
Maryville
,
TN
Tennessee
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
false
Kyle Young
CFP
New York
,
Arkansas, Oklahoma, Louisiana, Minnesota, Arizona, North Carolina, Massachusetts, Colorado, Virginia, Pennsylvania, California, Maine, Maryland, Vermont, Texas, New York, New Mexico, Montana, Florida, Illinois, Washington, Tennessee, Ohio, Wyoming, South Carolina, West Virginia, Rhode Island, Delaware, Oregon, Nevada, Michigan, Connecticut, Alaska, Alabama, New Hampshire, Wisconsin, South Dakota, New Jersey, Georgia
New York
Eastern Time Zone (ET)
English
Financial Planning for LGBTQ+
Available
Not Available
true
Julie Bonvillain
CDFA, CFP
Bethesda
,
Maryland, Virginia
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
false
Marianela A Silva
CFP
Orange
,
California, Texas, Utah, Nevada, Colorado, Maryland, Arizona
California
Pacific Time Zone (PT)
English
Spanish
Retirement/Retirement Income
Wealth Management
Tax Planning
Estate Planning
Small Business
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
false
Camille Svitek
CFA, CFP(R), CFP
Arlington
,
Nationwide (all states, or it doesn't apply)
Virginia
English
Wealth Management
Retirement/Retirement Income
Financial Planning
Estate Planning
Investment Management
Available
Not Available
true
Devin Geddings
CFP
Eagle
,
Nationwide (all states)
Idaho
Mountain Time Zone (MT)
English
No items found.
Available
Not Available
false
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
false
Jennifer (Dani) Ryan
CFP, , CDFA
Cockeysville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
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
Bryan F. Tornow
CFP
La Crosse
,
Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin
Wisconsin
English
Estate Planning
Financial Planning
Investment Management
Wealth Management
Social Security
Available
Not Available
false
Otto Rivera
CFP, RFC, EA
St. Cloud
,
Nationwide (all states, or it doesn't apply)
Florida
Eastern Time Zone (ET)
English
Spanish
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
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
David Hayes
CFP
Homewood
,
Alabama, Florida, Georgia
Alabama
English
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
Wealth Management
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
Kim Wurl
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Estate Planning
Tax Planning
Philanthropy/Charitable Giving
Available
Not Available
false
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate 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
Elliott Weir
CFP(R)
Cedar Park
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
false
Marguerite Griffin
CFP, CPA
Manasquan
,
New Jersey
New Jersey
English
Financial Planning
Education/College Planning
Debt Management
Healthcare/Medicare
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
true
Rucha Ramani
CFP, MBA
East Windsor
,
New Jersey
New Jersey
Indian
English
Financial Planning
Education/College Planning
Healthcare/Medicare
Investment Management
Risk Management/Insurance