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Request A Coach

Financial Advisor Network

Wings for Widows Logo colored

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.

Working With a Coach Can Improve Your Financial Wellness by 85%

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

During your initial four hours of no-cost sessions, your coach will focus on understanding your situation and helping 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 — and that's exactly what Wings for Widows provides. Our volunteer coaches hold CFP® credentials, follow strict ethical standards, and keep everything completely confidential. You couldn't be in better hands. Take the first step and request your coach today.

Support in Just a Few Steps

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. Complete the Wellness Survey here.

2. Likewise, please review and sign our Client Letter of Agreement if you haven't already done so. The agreement outlines the expectations for working with your coach. Complete the Client Agreement here.

We're Here to Help

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 here to choose a time that works for you. We're happy to answer your questions and help you take the next step with confidence.

Get Free, Professional Assistance

Once you have completed the Financial Wellness Survey and the Client Letter of Agreement, you are ready to request your coach. Do not request a coach if you are not ready to begin working with your coach immediately. When you click the 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 24-48 hours. Please check your inbox (or your junk folder) for this email. Your coach will reply by email, phone, or text to connect to schedule your first meeting. Please respond. If you experience any issues, just let us know. We're here to help!

150 Financial Coaches Waiting to Help...

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Available
Not Available
false
William Keffer
ChFC, CLU, CFP
Oak Park
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Education/College Planning
Available
Not Available
true
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
Howard Jay Rubin
CFP, RICP, CDFA, CLU
Rancho Mirage
,
California, Arizona, Florida, Illinois, Maine, Nevada, New Jersey, Oregon, Georgia, Tennessee, Washington
California
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Estate Planning
Wealth Management
Available
Not Available
false
Faye Lawrence
CFP, EA
McLean
,
Nationwide (all states, or it doesn't apply)
Virginia
English
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
Available
Not Available
false
Richard Rosenberg
CFP(R), CPA, MBA
Scarsdale
,
Nationwide (all states, or it doesn't apply)
New York
English
Financial Planning
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
Stoy Hall
CFP(R)
Ankeny
,
Iowa, Florida
Iowa
English
Small Business
UHNWIs/Family Office
Financial Planning
Financial Planning for LGBTQ+
Wealth Management
Available
Not Available
false
Heather Hennigh
CFP, AIF
Houston
,
California, Colorado, Massachusetts, New Mexico, Texas
Texas
English
Financial Planning
Retirement/Retirement Income
Wealth Management
Risk Management/Insurance
Social Security
Available
Not Available
true
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Available
Not Available
false
Frank Byskov
CFA, CFP
Bethesda
,
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Iowa, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Maine, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, Montana, New Mexico, North Dakota, North Carolina, Ohio, Oklahoma, Oregon, New York, Pennsylvania, Rhode Island, South Carolina, South Dakota, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Tennessee
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Small Business
Investment Management
Philanthropy/Charitable Giving
Estate Planning
Available
Not Available
false
Jennifer (Dani) Ryan
CFP, , CDFA
Cockeysville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Estate Planning
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
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
Shai Chu
CFP
Ashburn
,
Arizona, California, Florida, Georgia, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, North Carolina, Virginia, Tennessee
Virginia
Eastern Time Zone (ET)
English
Investment Management
Available
Not Available
false
Megan Kopka
CFP, RLP
Wilmington
,
Nationwide (all states)
North Carolina
Eastern Time Zone (ET)
English
Social Security
Retirement/Retirement Income
Estate Planning
Tax Planning
Risk Management/Insurance
Available
Not Available
false
Wendy Keeler
CFP
Dublin
,
Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, West Virginia, Wisconsin
Ohio
English
Education/College Planning
Financial Planning
Retirement/Retirement Income
Wealth Management
Debt Management
Available
Not Available
false
Liliana N Molina
CFP(R)
McLean
,
California, Florida, Indiana, Kentucky, Maine, Maryland, New York, North Carolina, South Carolina, Texas, Virginia
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Financial 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
Lynn Najman
CFP
Port Washington (sands point)
,
Connecticut, New York
New York
English
Financial Planning
Healthcare/Medicare
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
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
true
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
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
Chadwick Schloesser
CFP
Middleton
,
Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Wisconsin
English
Estate Planning
Financial Planning for Special Needs
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
false
Matthew R. Etzler
CFP, CRPS
Red Bluff
,
California
California
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Estate Planning
Investment Management
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
Nicole Moten
CFP
Birmingham
,
Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming
Michigan
English
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Philanthropy/Charitable Giving
Available
Not Available
false
Arash Navi
CFP, CPA
Irvine
,
California
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Investment Management
Wealth Management
Debt Management
Available
Not Available
false
Mariella Foley
CFP, CDFA
Westfield
,
Nationwide (all states)
New Jersey
Eastern Time Zone (ET)
English
Spanish
Estate Planning
Financial Planning
Investment Management
Tax Planning
Wealth Management
Available
Not Available
false
Kim Wurl
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Estate Planning
Tax Planning
Philanthropy/Charitable Giving
Available
Not Available
false
Darin Shebesta
CFP, CPFA, CAP, AIF
Scottsdale
,
Nationwide (all states, or it doesn't apply)
Arizona
Mountain Time Zone (MT)
English
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Tax Planning
Available
Not Available
true
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
Brad Baldridge
CFP
New Berlin
,
California, Colorado, Illinois, Florida, Wisconsin, Georgia, Iowa, Indiana, Maine, Maryland, Minnesota, Missouri, Montana, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia
Wisconsin
English
Financial Planning
Estate Planning
Education/College Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
false
Camille Svitek
CFA, CFP(R), CFP
Arlington
,
Nationwide (all states, or it doesn't apply)
Virginia
English
Wealth Management
Retirement/Retirement Income
Financial Planning
Estate Planning
Investment Management
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
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
Xochitl Napoles
CFP, ChFC
Sarasota
,
Nationwide (all states, or it doesn't apply)
Florida
English
Spanish
Financial Planning
Investment Management
Retirement/Retirement Income
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
Jean Wolfe
CIMA, CPFA, CFP
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
Kenneth VanHouten
CFP, ChFC
Rensselaer
,
Florida, Georgia, Illinois, Indiana, Michigan, New York, Tennessee, South Carolina, Virginia
Indiana
English
Financial Planning
Investment Management
Small Business
Wealth Management
Retirement/Retirement Income
Available
Not Available
false
Anna Katharyn Hendrix
CFP
Atlanta
,
Nationwide (all states, or it doesn't apply)
Georgia
English
Debt Management
Estate Planning
Financial Planning
UHNWIs/Family Office
Wealth Management
Available
Not Available
false
Micah Larson
CFP
Orlando
,
Florida
Florida
English
Education/College Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
true
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
Roxane Dimon
CFP
Alpharetta
,
Nationwide (all states, or it doesn't apply)
Georgia
English
Financial Planning
Retirement/Retirement Income
Estate Planning
Investment Management
Tax Planning
Available
Not Available
false
John Flannery
CFP
CHARLOTTESVILLE
,
Virginia, Texas, North Carolina
Virginia
English
Financial Planning
Available
Not Available
false
Danielle Luster
CDFA, CFP
San Diego
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Wealth Management
Investment Management
Available
Not Available
false
John Loyd
BFA, CFP(R), EA, MBA, MSFP, CRPC
Fort Worth
,
Arizona, Arkansas, California, Colorado, Florida, Maryland, Michigan, New Jersey, Tennessee, Texas, Wisconsin, Wyoming, Indiana, Virginia
Texas
English
Spanish
UHNWIs/Family Office
Tax Planning
Financial Planning
Education/College Planning
Retirement/Retirement Income
Available
Not Available
false
Elliott Weir
CFP(R)
Cedar Park
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
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