Membership Plans
Membership Plans
For self-starters, our Plus Plan offers access to the comprehensive WidowWise University, perfect for those who thrive in a DIY environment.
If you prefer some professional guidance, our Advanced Plan provides limited access to CFP®-credentialed financial advisors.
For those seeking more hands-on support, our Deluxe Plan and Premium Plan offer extensive coaching with experienced financial professionals.
Wings For Widows Membership Plans
This plan automatically renews monthly. Cancel any time.
This plan ensures email and phone access; virtual access is at the sole discretion of the financial coach. Virtual access is provided with the Deluxe and Premium plans.
This plan automatically renews monthly. Cancel any time.
This plan is suitable for motivated individuals who need financial coach support for one to two months only. If you are going to need more time with your financial coach, the Premium Plan will likely be more cost-effective for you.
This plan automatically renews monthly. Cancel any time.
If you are going to need less than three months with your financial coach, the Deluxe Plan will likely be more cost-effective for you.
This plan automatically renews every three (3) months. Cancel any time.
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Wings for Widows has transformed the lives of thousands of widowed individuals, offering a lifeline of financial guidance and support during their most challenging times. Our comprehensive financial coaching program has consistently proven its worth, helping members dramatically improve their financial wellness and achieve significant savings. By investing in our services, widows and widowers gain far more than just financial advice – they receive the tools, knowledge, and confidence to rebuild their lives and secure their futures. The peace of mind and financial stability our members achieve far outweigh the initial investment in our coaching packages. With Wings for Widows, individuals aren't just receiving financial guidance; they're gaining a partner in their journey towards renewed independence and prosperity.
Financial Assistance
Project CARES is our heartfelt initiative designed to provide comprehensive, empathetic, and actionable support to under-resourced widowed individuals. We understand that navigating the complexities of financial and emotional transitions after the loss of a spouse can be overwhelming, especially for those facing economic challenges. Recipients gain full access to our personalized financial coaching and educational resources, receiving the same high-quality support as our paid plans at no cost.
This scholarship reflects our commitment to equity and inclusion, ensuring all widowed individuals have a trusted place to turn for help, regardless of their economic status. If you're in need of support but unable to afford our membership plans, we encourage you to apply for the Project CARES Scholarship. Let us stand by your side as you navigate this challenging journey and empower your future.
Customer Service
We're here to help. Reach out to our customer service team through any of these convenient methods:
- Call us: (612) 466-2716
- Email us: info@wingsforwidows.org
- Live Chat
Whether you have questions about our services, need assistance with your account, or want to learn more about the Project CARES Scholarship initiative, we're just a call, email, or click away.
Disclaimer
Members, by choosing one of the membership plans above that includes financial coaching with a volunteer financial coach (“Coach”), understand and agree to the following.
Section 1: Scope of Services
Membership plans are chosen solely by the Member and the plan dictates what services are rendered.
Membership plans can be cancelled at any time at the sole discretion of Wings for Widows.
Limited Engagement (Advanced Plan):
The Advanced Plan offers limited financial coaching, providing members with up to two (2) hours of access to a financial coach each month, through phone, email, or text, to address specific financial questions or concerns. This plan provides flexibility for members who need occasional guidance rather than full-scale coaching. The coach’s primary responsibility is to answer the member’s concerns within the allotted time. The plan automatically renews monthly; the membership ends when the member cancels the membership.
Full-Service Engagement (Deluxe and Premium Plans):
The Deluxe and Premium Plans offer full-service financial coaching, providing up to six (6) hours of virtual coaching each month. These plans are designed for members seeking comprehensive, hands-on financial guidance. Coaches will work closely with members to address a wide range of financial topics, offering personalized advice and helping members navigate complex financial matters. The Deluxe Plan operates on a monthly renewal basis and is ideal for less complicated situations. The Premium Plan, priced for better value, renews every three months, making it suitable for those needing ongoing support over an extended period. In both plans, the coach and member will meet virtually using a mutually agreed-upon platform (e.g. Zoom). Both plans automatically renew; the membership ends when the member cancels the membership. The Coach may collaborate with other professional service providers (e.g., attorneys, tax representatives) as necessary with the member's approval.
Limitations of Service:
Within reason, the Coach will not implement, monitor, or update advice beyond the engagement period; have authority or control over member's assets; have Power of Attorney; sell any products or services to the member; or make any specific referrals of other professionals to the member without Wings for Widows approval. The member is responsible for all financial decisions and implementation of advice.
Section 2: Responsibilities
Member Responsibilities:
The member agrees to authorize Wings for Widows to share their Financial Wellness Survey results and application information with the Coach; maintain respectful behavior towards the Coach and Wings for Widows personnel; provide requested financial information for optimal outcomes; make their own financial decisions; complete the post-engagement Financial Wellness Survey to determine the member's improvement in financial wellbeing; and complete the post-engagement Member Survey to determine program effectiveness.
Coach Responsibilities:
The Coach agrees to maintain confidentiality of the member's financial information; not enter a paid relationship with the member during the engagement; provide the Summary Action Report to the member after the engagement ends; and adhere to the Privacy Policy outlined in this agreement.
Professional Standards:
The Coach will comply with all regulatory, professional, and ethical obligations, including the CFP Board's Code of Ethics and Standards of Conduct.
Section 3: Liability, Dispute Resolution and Privacy Policy
Liability & Dispute Resolution:
Neither Wings for Widows nor its affiliates shall be liable for the accuracy or appropriateness of advice provided by the Coach. The member agrees to hold Wings for Widows and the Coach harmless from any loss, damage, cost, or liability arising from the coaching engagement. In case of concerns, both parties agree to attempt resolution directly. Unresolved issues must be submitted to non-binding mediation under the Commercial Mediation Rules of the American Arbitration Association. If still unresolved, the dispute may be submitted to binding arbitration under the Securities Industry Arbitration Rules of the American Arbitration Association. This dispute resolution process is designed to be fair and protect both parties' interests.
Privacy Policy:
The Coach will not disclose non-public information shared by the member, except to comply with laws, regulations, or court/government orders; when additional professional input is required for accurate advice; to share with member-authorized persons; and to prevent fraud, ID theft, or other liability. The Coach will inform the member prior to sharing information in these circumstances.