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Request A Coach

Financial Advisor Network

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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.

98% Improved Their Financial Wellness 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 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

You can expect to receive at least four hours of no-cost advice, guidance, and assistance, about a $2,500 value. Your coach will focus on ensuring you understand your situation and help 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. Take the first step and request your coach today.

Get Started - In Three Easy Steps

Before you request a coach, please complete two important requirments. Simply click on the tiles below to walk through the necessary steps. Please do not request a coach below until you've completed these requirements.

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.

Professional Assistance

When you click the button below, you will receive an introductory email once you have been matched with a coach. This is generally done within 24 hours. Please check your inbox (or your spam folder) for our emails. Your coach will contact you by email, phone, or text to schedule your first consultation meeting. If you experience any issues, just let us know.

Volunteer Coaches Ready to Help You

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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
true
Grant Meyer
CFP(R), BFA
Bloomington
,
Nationwide (all states), Connecticut, Delaware, Idaho, Illinois, Iowa, Minnesota, Nevada, Ohio, Wisconsin, Tennessee
Minnesota
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Small Business
Tax Planning
Wealth Management
Available
Not Available
false
Gary Buczkowski
CFP
Clackamas
,
Arizona, California, Florida, Hawaii, Idaho, Illinois, Massachusetts, Nevada, Oregon, South Carolina, Texas, Washington
Oregon
Pacific Time Zone (PT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
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
true
Ritu Jain
CFP, EA
Wilmette
,
Illinois
Illinois
Indian
English
Estate Planning
Financial Planning
Philanthropy/Charitable Giving
Tax Planning
Small Business
Available
Not Available
true
Keshav Havnurkar
CFP, MBA
Rahway
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Indian
Retirement/Retirement Income
Available
Not Available
false
Sheila Davis
CFP
Shawnee Mission
,
Arkansas, California, Colorado, Florida, Georgia, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, Oklahoma, Texas, Utah, Virginia, Washington
Kansas
English
Financial Planning
Education/College Planning
Retirement/Retirement Income
Social Security
Available
Not Available
true
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
Dominic B LoPiccolo
CFP
Red Bank
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Estate Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Kaylee McClellan
CFP, BFA, APMA
Minnetonka
,
Minnesota, Wisconsin
Minnesota
English
Financial Planning
Wealth Management
Retirement/Retirement Income
Small Business
Investment Management
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
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
true
Mark Cernicky
CFA, CFP
Rapid City
,
South Dakota, Wyoming
South Dakota
English
Investment Management
Retirement/Retirement Income
Estate Planning
Financial Planning
Social Security
Available
Not Available
false
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Available
Not Available
false
Rucha Ramani
CFP, MBA
East Windsor
,
New Jersey
New Jersey
Indian
English
Financial Planning
Education/College Planning
Healthcare/Medicare
Investment Management
Risk Management/Insurance
Available
Not Available
false
Heather Holtzinger
CFP
Denver
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Education/College Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Financial Planning for LGBTQ+
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
Lynette S. Jones
CFP
Vienna
,
Nationwide
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Social Security
Financial Planning
Tax Planning
Wealth Management
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
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
false
David Stanfield
CFP
Seattle
,
Nationwide (all states)
Washington
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Small Business
Available
Not Available
true
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
Steven Flagg
CDFA, CFP, CIMA
Holmes
,
Nationwide (all states, or it doesn't apply)
New York
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Tax Planning
Available
Not Available
true
Jean Wolfe
CFP(R)
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
Claudia Kane
CFP
Roseville
,
California, Nevada, Oregon
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
false
Deborah Darchi
CFP
Oldsmar
,
Nationwide (all states, or it doesn't apply)
Florida
English
Financial Planning
Risk Management/Insurance
Financial Planning for Special Needs
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Ramesh Singh
CFP, CFA
Edison
,
Nationwide (all states)
New Jersey
Eastern Time Zone (ET)
English
Indian
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Education/College Planning
Available
Not Available
false
John Bergstrom
CFP, ChFC, CLU
Edina
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
Estate Planning
Tax Planning
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
Jenny Redington
CFP, CRPC
Rockford
,
Nationwide (all states)
Illinois
English
Financial Planning
Financial Planning for LGBTQ+
Financial Planning for Special Needs
Investment Management
Retirement/Retirement Income
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
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
Alfred (Fred) Hymans
CFP
Rocklin
,
Arizona, California, Georgia, Hawaii, Idaho, Nevada, New Mexico, North Carolina, Ohio, Oregon, Texas, Utah
California
Pacific Time Zone (PT)
English
Estate Planning
Financial Planning
Financial Planning for LGBTQ+
Investment Management
Small Business
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
Bautista Duhour
CFP
Miami
,
Florida, Connecticut, New Jersey, New York, Oklahoma, Texas
Florida
English
Spanish
Investment Management
Wealth Management
Financial Planning
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
true
Joe Davis
CFP
Buffalo
,
Nationwide (all states)
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Risk Management/Insurance
Education/College Planning
Available
Not Available
false
Elizabeth McLaughlin
CFP
Lynnfield
,
Massachusetts
Massachusetts
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Risk Management/Insurance
Estate Planning
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
Brent T. Boden
CFP, ChFC, BFA, CEPA
Cincinnati
,
Nationwide (all states), Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Ohio
English
UHNWIs/Family Office
Wealth Management
Tax Planning
Retirement/Retirement Income
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
Haley Rodriques
CFP
Plano
,
Texas
Texas
English
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
Available
Not Available
false
Patrick Durst
CFP
Centennial
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Tax Planning
Social Security
Available
Not Available
true
Elizabeth Dawson
CFA, CFP
Alexandria
,
Nationwide (all states)
Virginia
Eastern Time Zone (ET)
English
French
Tax Planning
Estate Planning
Wealth Management
Retirement/Retirement Income
Available
Not Available
false
Chris Barnes
CFP
Bedford
,
Nationwide (all states)
New Hampshire
Eastern Time Zone (ET)
English
Financial Planning
Investment Management
Estate Planning
Risk Management/Insurance
Tax Planning
Available
Not Available
false
Jeff Moorhouse
CFP, CEPA
Ventura
,
Nationwide (all states, or it doesn't apply)
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Small Business
Wealth Management
Available
Not Available
false
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
true
Devin Butler
AIF, CFP, CRPC
Raleigh
,
North Carolina
North Carolina
English
Retirement/Retirement Income
Risk Management/Insurance
Financial Planning
Philanthropy/Charitable Giving
Social Security
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
Roman Janos
CFP, ChFC, RICP
Gainesville
,
Alabama, California, Florida, Illinois, Massachusetts, Minnesota, New York, North Carolina, Rhode Island, South Carolina, Utah, Virginia, Georgia
Florida
English
German
Financial Planning
Financial Planning for LGBTQ+
Risk Management/Insurance
Wealth Management
Retirement/Retirement Income