What is Financial Coaching?
The Right People. Help You Can Trust.
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.
The Standard of Excellence
Our CERTIFIED FINANCIAL PLANNER™ (CFP®) coaches provide virtual financial guidance to widowed individuals nationwide. CFP® certification represents the highest standard in financial planning, ensuring rigorous professional and ethical standards. Family members and friends are welcome to join your virtual sessions. Our coaches provide a minimum of four (4) hours of pro bono 1:1 financial coaching to our clients. Working alongside you, our compassionate expert coaches provide advice, answer questions, and address your biggest concerns—providing exceptional value for services typically worth $2,500, as recognized by Nerd Wallet, AARP, and the Financial Planning Association.
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!
The Benefits of One-On-One Financial Coaching
things to do
