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What We Do

What is Financial Coaching?

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The Right People. Help You Can Trust.

Explore the impact of personalized financial coaching with Wings for Widows. Learn how our trusted experts guide you toward financial wellness, offering tailored support for the challenges of early widowhood.

Financial Coaching

fə-ˈnan(t)-shəl \ ˈkō- chiŋ
Verb

Financial coaching is the process of working with a trained professional who collaborates with and guides their clients to reach their financial goals.

The process is personalized and non-judgmental. Financial coaches provide encouragement, support, and advice to help people make informed decisions and improve their financial situation. But not all financial coaches are alike; some, like ours, are elite.

I can now say I’m done dealing with paperwork and have the confidence that my future is secure financially. I highly recommend Wings for Widows to every widow, regardless of financial circumstances. In a time of overwhelming grief, it’s such a comfort to have help dealing with the necessary parts of life.

– Cindy K., Lakeville MN

The Standard of Excellence

Our financial coaches are licensed financial advisors, and all have earned their CERTIFIED FINANCIAL PLANNER™ credentials.

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving your best interests at all times. Visit here to learn more.

Our process matches CFP® coaches from around the country with newly widowed men and women. All coaching is done virtually, allowing trusted family members or friends to conveniently join you in your journey to financial stability. While access to our expert coaches is now available through an affordable membership model, many of our resources remain free. According to Nerd Wallet, AARP, and the Financial Planning Association, our coaching services are valued at approximately $2,500—offering tremendous value for the personalized guidance and expertise you receive.

Wings for Widows is a wonderful organization for anyone going through a loss of a spouse. They are compassionate, caring and know how to address any type of situation. Response to answering questions, putting someone at ease and just coaching for what’s ahead. Whether you know exactly what is needed or need a boost they are the ones to help and guide you… My coach Melissa was great!

Kari T., Prosper TX

The Benefits of One-On-One Financial Coaching

Prioritize the
things to do
Avoid becoming a victim
Avoid legal problems
Reduce anxiety by eliminating uncertainties
Feel a sense of accomplishment
Feel more in control of your financial situation
Have a clearer picture of the future
Improve your creditworthiness
Avoid making bad financial decisions
Understand your financial goals and priorities