Financial Advisor Network

Getting connected with a financial advisor is as easy as 1-2-3:

1. Select your Coach. You can search by state to locate professionals near you. Each profile includes the advisor's professional credentials, areas of expertise, languages spoken, and background information. Once you find a coach whose experience aligns with your needs, you can contact them by clicking "View Bio" and "Contact Coach."
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2. Complete the Financial Wellness Survey. If you have completed the Financial Wellness Survey, click "Yes" and submit the brief form. You can expect to hear from the coach within 1-2 business days. If you haven't finished the Financial Wellness Survey, you can do so here.
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3. ‍Sign the Client Letter of Agreement. If you agree to work with the coach, you will be asked to review and sign a letter of agreement here.

What you can expect:

During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your situation and helping you navigate important financial decisions. There is no selling of products or services during this period. Your coach will help you address your biggest concerns and provide advice and suggestions covering the most important topics during virtual meetings. After completing the pro bono engagement, you and your coach can discuss options for moving forward—whether that means continuing with pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with no pressure or obligation whatsoever.

Everyone deserves access to professional financial guidance during this challenging transition. And that's precisely what you receive when working 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 today by exploring our network of financial advisors below.