fə-ˈnan(t)-shəl \ ˈkō- chiŋ
Financial coaching is the process of working with a trained professional who collaborates with and guides their clients to reach their financial goals.
The process is personalized and non-judgmental. Financial coaches provide encouragement, support, and advice to help people make informed decisions and improve their financial situation. But not all financial coaches are alike; some, like ours, are elite.
I can now say I’m done dealing with paperwork and have the confidence that my future is secure financially. I highly recommend Wings for Widows to every widow, regardless of financial circumstances. In a time of overwhelming grief, it’s such a comfort to have help dealing with the necessary parts of life.
Our financial coaches are licensed financial advisors, and all have earned their CERTIFIED FINANCIAL PLANNER™ credentials.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving your best interests at all times. Visit here to learn more.
Our process matches pro bono CFP® coaches from around the country with newly widowed men and women. All coaching is done virtually, allowing trusted family members or friends to conveniently join you in your journey to financial stability. All services are offered at no cost – you will never be charged for the assistance we provide. According to Nerd Wallet, AARP, and the FPA, our coaching services are valued at about $2,500.
Wings for Widows is a wonderful organization for anyone going through a loss of a spouse. They are compassionate, caring and know how to address any type of situation. Response to answering questions, putting someone at ease and just coaching for what’s ahead. Whether you know exactly what is needed or need a boost they are the ones to help and guide you… My coach Melissa was great!
Jo lost Kyle on April 19, 2018. A year later Jo discovered Wings for Widows and decided to reach out ...
Linda lost Greg on December 20, 2018. A year earlier he had received an inheritance of $63,000. Linda wasn’t sure ...
Doris and Martin* were married for more than 60 years. He was 85 years old when he died unexpectedly. Martin ...
At a time when I was very anxious about what I should be doing to get on the right financial track, Wings for Widows came alongside me. They listened to my concerns and questions and helped me prioritize what needed to be done. My financial counselor was very empathetic and sensitive and did not overwhelm me. It felt like she was a friend from the first time we met. I am very thankful Wings for Widows was there – it was a safety net for me.
Schedule a brief introductory meeting with a Care Manager to review your situation, determine your needs, and get you assistance.
What’s your Wellness Score? In just a few minutes you’ll have a better understanding about your current financial situation.
You will be assigned a volunteer CFP coach to help you gain confidence and reclaim financial stability.