Financial Advisor Network
Guidance from the Heart:
A Network of Compassionate Experts
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. Connect with your volunteer 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.
Getting Connected with Your Volunteer Coach is Easy
- Complete the Financial Wellness Survey. If you have completed the Financial Wellness Survey, thank you. If you haven't, please complete the Financial Wellness Survey here. The Financial Wellness Survey will help you and your coach get off to a quick start.
- Sign the Client Letter of Agreement. This sets the expectations for working with your coach. Please review and sign the agreement here.
- Select your Coach. Search below to find your coach. Each profile includes the coach's professional credentials, areas of expertise, languages spoken, and background information. Click "View Bio" and then "Contact Coach." Add your contact information to the short form and click "Submit." Your coach will contact you within a few days by email, phone, or text.
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 today by finding your financial coach below.
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.
Choose Your Financial Coach
Marianela A Silva
David Roop
Jeff Morneault
Jeffrey H. Stern
Mark Colgan
Monique Holloway
Dominic B LoPiccolo
Kevin Lam
William Keffer
Richard Chambers
Jenny Redington
Elise Hartwig
Rich Marciano
Lawrence M Albert
