FAQ

Yes, once the financial coaching engagement ends you and your coach are free to pursue a professional relationship. Understand that your coach will never solicit you during the engagement, so if this is something […]

Often, the match is made based on when a coach is available. When possible, we attempt to ensure you and your coach are in the same time zone to make scheduling […]

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, birthdate, or driver’s license number. We do not collect account numbers, passwords, or online credentials. If you take […]

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 questions in nine categories, as they may apply to your situation. Everybody’s situation is unique, but we have found over the years that many must address […]

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

We help both widows and widowers. Losing a spouse and contending with all the practical matters is no different – no easier – for men than it is for women. It’s all […]

No. We have nothing to sell. We do not charge for our financial coaching services. There is no catch and no gimmick. We are passionate about helping widows and widowers after the loss of […]

We created the Financial Wellness Check to help new widows and widowers get a sense of where they are in addressing the practical matters that must be taken care of […]