Financial Advisor Network

When you lose a spouse, managing your financial future can feel overwhelming. Wings for Widows connects you with an experienced CERTIFIED FINANCIAL PLANNER™ professional who understands the unique challenges you face and is committed to helping you gain clarity, confidence, and peace of mind.

Our Financial Advisor Network consists of carefully selected financial advisors who hold the CFP® certification, the gold standard in financial planning. Each has completed specialized training in working with widowed individuals and commits to providing a minimum of four hours of professional guidance at no cost to you. This pro bono service allows you to work with an experienced advisor who can help you organize your financial situation, understand available benefits, identify immediate priorities, and create clear action steps for moving forward. To learn more about the areas your coach can address with you, please visit here.

Getting connected with a financial advisor is as easy as 1-2-3:

1. Browse coach profiles. You can search by state to locate professionals near you. Each profile includes the advisor's professional credentials, areas of expertise, languages spoken, and background information.
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2. Select a coach. Once you find a coach whose experience aligns with your needs, you can contact them by clicking "View Bio" and then "Contact Coach."
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3. Complete the Financial Wellness Survey. If you have already completed the Financial Wellness Survey, click "Yes" and submit the brief form. You can expect to hear from the coach within 1-2 business days. If you haven't finished the Financial Wellness Survey, you can go ahead and do so here.
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4. ‍Electronically sign the Client Letter of Agreement. If you agree to work with the coach, you will be asked to review and sign a letter of agreement here.

What you can expect:

During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your situation and helping you navigate important financial decisions. There is no selling of products or services during this period. Your coach will help you address your biggest concerns and provide advice and suggestions covering the most important topics during your judgment-free meetings. After completing the pro bono engagement, you and your advisor can discuss options for moving forward—whether that means continuing with pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with no obligation whatsoever.

Everyone deserves access to professional financial guidance during this challenging transition. And that's exactly what you receive when working with one of our coaches. Our advisors provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. You couldn't be in better hands!

You can take the first step today by exploring our network of financial advisors below.