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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 Coaches Ready to Help You

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Available
Not Available
false
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
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
true
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
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
Jeff Morneault
CFP, EA, RICP
Austin
,
Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Available
Not Available
false
Rachael A. Christiano
CFP(R)
New York
,
Nationwide (all states, or it doesn't apply)
New York
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Wealth Management
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
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
Arrash Zare
ChFC, CLU, RICP, CFP(R), CEPA, BFA
Anaheim
,
California
California
English
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Social Security
Wealth Management
Available
Not Available
false
Harold Zazula
CFP(R), RICP
Saugus
,
Nationwide (all states)
Massachusetts
English
Financial Planning
Estate Planning
Available
Not Available
false
Anthony Bryan
CFP
Orlando
,
Nationwide (all states, or it doesn't apply)
Florida
English
Debt Management
Financial Planning
Healthcare/Medicare
Social Security
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
Rose Niang
CFP, CRPC
Duluth
,
Georgia
Georgia
English
Education/College Planning
Financial Planning
Healthcare/Medicare
Investment Management
Available
Not Available
false
Eric Blake
CFP
McKinney
,
Arkansas, Florida, Louisiana, New Mexico, Oklahoma, Texas, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Washington, Wisconsin, Wyoming
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Social Security
Available
Not Available
false
Susanna Pinto
CFP(R)
Irvine
,
California
California
English
Financial Planning
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
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
Stephanie Trexler
CFP, MSFP
Grand Rapids
,
Michigan
Michigan
English
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Estate Planning
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
John Loyd
BFA, CFP(R), EA, MBA, MSFP, CRPC
Fort Worth
,
Arizona, Arkansas, California, Colorado, Florida, Maryland, Michigan, New Jersey, Tennessee, Texas, Wisconsin, Wyoming, Indiana, Virginia
Texas
English
Spanish
UHNWIs/Family Office
Tax Planning
Financial Planning
Education/College Planning
Retirement/Retirement Income
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
Claudia F Rivers
CFA, AIF
Centennial
,
Nationwide (all states, or it doesn't apply)
Colorado
Mountain Time Zone (MT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
Available
Not Available
false
Kenneth Hornstein
CFP
Pikesville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Debt Management
Estate Planning
Financial Planning
Retirement/Retirement Income
Investment Management
Available
Not Available
false
Kristen M. Makari
CFP, CPFA, CRPS
West Chester
,
Florida, Indiana, Kentucky, Michigan, Ohio
Ohio
Eastern Time Zone (ET)
English
Debt Management
Financial Planning
Education/College Planning
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
true
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
Becky Sebastian
CFP(R), CDFA
Apple Valley
,
Minnesota
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
false
John Flannery
CFP
CHARLOTTESVILLE
,
Virginia, Texas, North Carolina
Virginia
English
Financial Planning
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
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
Nicholas Ludwa
CFP, CLU
Hamburg
,
Arizona, Florida, Maryland, Massachusetts, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas
New York
English
Financial Planning
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
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
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
false
Sandra (Sandee) Fricks
CFP(R)
Buford
,
Georgia
Georgia
English
Financial Planning
Estate Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
Available
Not Available
false
John Petty (Jed)
CFA, CFP
Cleveland
,
Nationwide (all states)
Ohio
English
Debt Management
Financial Planning
Investment Management
Philanthropy/Charitable Giving
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
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate Planning
Available
Not Available
false
George Kastanis
CFP, BFA
Waretown
,
Nationwide (all states, or it doesn't apply), New Jersey
New Jersey
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Healthcare/Medicare
Available
Not Available
false
Betsy Hutchins
CFP(R), CRPC
Germantown
,
Tennessee
Tennessee
English
Financial Planning
Healthcare/Medicare
Education/College Planning
Investment Management
Tax Planning
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
false
Faye Lawrence
CFP, EA
McLean
,
Nationwide (all states, or it doesn't apply)
Virginia
English
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
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
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
David Hayes
CFP
Homewood
,
Alabama, Florida, Georgia
Alabama
English
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
Wealth Management
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
true
Monica Garver
AIF, CFP
Johnstown
,
Pennsylvania
Pennsylvania
English
Financial Planning
Estate Planning
Retirement/Retirement Income
Investment Management
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
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
Sharon Olson
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
Available
Not Available
false
Benjamin Ott
AAMS, CFP
Hammonton
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Wealth Management