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 some progress since your loss. However, you would benefit from continuing the application process to work with a 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 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 advice they provide you.
You would be partnered with a CERTIFIED FINANCIAL PLANNER™ professional, often called the “gold standard” of financial planning because of their high level of ethics, professionalism, and experience. Your coach will never charge you 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 volunteers to learn more. Please use the calendar below to schedule an appointment that is convenient for you. There is never a charge or obligation to continue. Our only goal is to help you address your financial wellness during this stressful time. We have helped hundreds of widows deal with the financial trauma of loss. We can help you, too.
Still unsure? We understand. Listen to Maureen’s words of encouragement.
Not ready to talk to us yet? Check out our other resources.