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Talk to a Coach

Financial coaching is all about you.  It’s about understanding your current situation and developing an individualized plan to help you cope with the financial trauma of loss.  This is why we encourage all widows and widowers to work with one of our coaches rather than go it alone. You simply don’t know what you don’t know. Take our Financial Wellness Check here to find out if financial coaching is right for you.

But if you’ve chosen to walk this path on your own, you may still have a financial, legal, tax or other question.  We’d like to help you if possible.  Sometimes, a second-opinion is all you need.  Please complete and submit the form below to reach our expert team of professionals who will review your question and normally reply within 24 hours.

Note: For security purposes, please do not include any personal information such as social security number, date of birth, or driver’s license number in the form.

As a reminder, there are many additional resources available here.