Financial Advisor Network
Guidance from the Heart:
A Network of Compassionate Experts
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 understand the unique challenges you face and are committed to helping you regain clarity, confidence, and your financial wellness.
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.
Finding your advisor is straightforward. Simply browse coach profiles by state to locate professionals licensed near you. Each profile includes the advisor's professional background, areas of expertise, languages spoken, and contact information. When you find an advisor whose experience and approach align with your needs, you can contact them directly through their profile. Expect a response within one to two business days.
During your initial no-cost sessions, your advisor will focus entirely on understanding your situation and helping you navigate important financial decisions. There's no selling of products or services during this period. After completing the pro bono engagement, you and your advisor can discuss options for moving forward—whether that means continuing pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with absolutely no obligation.
If you do choose to work 1:1 with a financial coach, you will be asked to electronically sign our Client Letter of Agreement, which provides the terms and conditions for doing so. You will need to complete this before contacting a coach.
We believe everyone deserves access to professional financial guidance during this challenging transition. Our advisors provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. Take the first step today by exploring our network of financial advisors who are ready to help you move forward through this difficult time.