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
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. Click the "Complete Wellness Survey" button below.
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.
Questions?
Still have questions? We're here to help. If you'd like to learn more about our services before connecting with a coach, we invite you to schedule a conversation with a member of our Customer Care team. Simply click the button below to choose a time that works for you. We're happy to answer your questions and help you take the next step with confidence.
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 or 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.
150 Financial Coaches Waiting to Help...
Benjamin Ott
Stephanie Trexler
Matthew Koppelman
Danielle Luster
Micah Larson
Allen Freeman
Eric Blake
Elliott Weir
David Stanfield
Susanna Pinto
Elizabeth Dawson
Sarah Mouser
Richard Rosenberg
Stoy Hall
Dominic B LoPiccolo
Cheryl Langston
Rawia Maamoun
Arash Navi
Chadwick Schloesser
Ritu Jain
Daniel J Artrip
Wendy Keeler
Jessica Davis
Nick Nannicelli
Warren Arnold
Nathan Moore
Lynette S. Jones
Rachael A. Christiano
Brian Lavoie
Mark Cernicky
Robert Just
John Bergstrom
Monique Holloway
Liliana N Molina
Mary Chapman
Mitzie Wilson
Chris Barnes
Faye Lawrence
Jennifer Cook
Karen Collins
Jean Wolfe
Bradley Kutler
Heather Hennigh
Craig Scrimpshire
Sharon Olson
Dennis Forster
Megan Kopka
Lawrence M Albert
William Keffer
