Thank you for completing the Financial Wellness Check. A copy of your responses has been emailed to you (if you do not see the email in your inbox, please check your junk mail folder). Based on your answers, your score is provided below.
Your score indicates you likely are making good progress since your loss. However, you would benefit from continuing the application process to work with a pro bono CFP® coach if only for one reason: you simply don’t know what you don’t know. Our coaches address 16 topic areas and dozens of issues most widows experience and should understand. The Financial Wellness Check you just completed was a sample of some of the most important items we help widows and widowers explore when they work with us. We do not charge you for meeting with a coach or for any financial planning they provide you.
You would work with a CERTIFIED FINANCIAL PLANNER™ professional, who are often called the “gold standard” of financial planning, because of their high level of ethics, professionalism, and experience. Your coach will never charge you money or solicit your business, and the confidentiality of your information is guaranteed.
Would you like to learn more? We encourage you to take the next step, which is to speak with one of our compassionate and experienced paraplanners. Learn more about the valuable, free service we offer. Please call our office today at (888) 946-4749 to schedule a convenient date and time to meet and learn more about our financial coaching program. There is never a charge or obligation to continue. Our only goal is to help you address your financial wellness during this most uncertain and stressful of times. We have coached hundreds of widows, helping them deal with the financial trauma of loss. We can help you, too. Thank you.
Not ready to talk to us yet? Check out our other resources.