
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 pro bono CFP® coaches from around the country with new widows. All coaching is virtual, which allows trusted family members or friends to join you. All services are offered pro bono – you will never be charged for financial coaching.