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 good 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.
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 and 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...
Jessica Davis
Grant Meyer
Patrick Durst
Matthew Koppelman
John Bergstrom
Robert Thomas Kocembo
Rich Marciano
Keshav Havnurkar
Heather Holtzinger
Bryan Keorlet
Marianela A Silva
Jennifer (Dani) Ryan
Jun Chen
Dominic B LoPiccolo
Lynette S. Jones
Gordon Reynolds
Eric Blake
Shai Chu
Elliott Weir
Bryan F. Tornow
Monique Holloway
Todd Walter
Rick D Kelley
Eric Kirste
Ritu Jain
Camille Svitek
Yu Yu
Nick Nannicelli
Sandra (Sandee) Fricks
Joe Rogers
Kristen M. Makari
