Financial PLanning

We rely on Zoom technology to connect with our widowed clients. You will be sent an invitation with a passcode to log on with your coach on the day and […]

Initially, we do gather basic contact information. We never ask for your social security number. We do not collect account numbers, passwords or online credentials. If you take our Progress Check, the information […]

Of course, you can go it alone. There are dozens of financial books on the subject, but trying to work through a 300-page book doesn’t seem like a practical option for most widows. There are […]

We will address hundreds of potential issues in nine categories, as they may apply to your situation. Everybody’s situation is unique, but we have found over the years that many […]

Typically, once you’ve been paired with a financial coach, the “engagement” lasts from a few weeks to a few months. Most sessions are 90 minutes. Every person’s situation is different, […]

No. We have nothing to sell, including cheesy merchandise. We do not charge for our financial coaching services, which includes a free guidebook (a $20 value). There is no catch and […]

No. We will have you endorse a letter of intent to set expectations for your financial coaching, but there is no binding agreement or contract. We do not charge for our services, and there is no […]

From the Certified Planner Board of Standards: “Most people think all financial planners are ‘certified,’ but this isn’t true. Just about anyone can use the title ‘financial planner.’ CFP Board benefits the public by […]

Yes. Most of our coaches are registered, licensed, practicing financial advisors who take time from their own clients to help widows and widowers in distress. Most have their Certified Financial Planner (CFP) credentials as well. […]

We do not charge for our financial coaching and many other services. If you register for one of our enrichment classes, there may be a nominal fee for materials.  The value of our coaching, […]