When you don’t quite know how to put the pieces back together after losing a spouse, you can begin with us. We recommend that you start with our financial wellness check to get a snapshot of your current financial health. But if you’re still kicking the tires and checking us out, you can get most of your questions answered here. If not, please call or send us an email so we can begin to help you confront your gut-wrenching anxiety, calm your fears, and guide you to financial wellness.
We do not charge for our financial planning services.
Yes. All of our coaches are registered, licensed and practicing financial advisors who take time from their own practices to help widows and widowers in distress. Moreover, they also have their Certified Financial Planner (CFP) credentials. Our coaches have been through additional training with Wings for Widows as well, because we have our own proprietary process, tools, and materials.
From the Certified Planner Board of Standards: “Most people think all financial planners are ‘certified,’ but this isn’t true. Just about anyone can use the title ‘financial planner.’ CFP Board benefits the public by independently certifying financial planners. Although CFP Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.”
“As part of their certification, CFP® professionals commit to high ethical standards. Moreover, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.”
No. We will have you endorse a letter of intent to set expectations for your financial coaching engagement, but there is no binding agreement or contract. We do not charge for our services, and there is no obligation to complete your coaching engagement (though we highly encourage it).
We created the Financial Wellness Check to help new widows and widowers get a sense of where they are in addressing the practical matters that must be taken care of after the loss of a spouse. It is a 30-question survey that results in a score. Your results are emailed to you. Based on your score you will have a better sense of your current financial situation and can better assess if financial coaching is right for you.
No. We have nothing to sell. We do not charge for our financial coaching services. There is no catch and no gimmick. We are passionate about helping widows and widowers after the loss of a beloved spouse.
We help both widows and widowers. Losing a spouse and contending with all the practical matters is no different – no easier – for men than it is for women. It’s all new, overwhelming, and men can make the same bad decisions without professional help as can women.
Typically, once you’ve been paired with one of our financial coaches, the “engagement” lasts from a few weeks to a few months. Most sessions are 90 minutes. Every person’s situation is different, and some are more motivated than others. We do work at your pace, allowing for extra time for those caring for young children, experiencing health issues, or in the process of relocating. Your financial coach does not do the work for you but rather guides you through the maze of things to do following the loss of a spouse.
We will address hundreds of questions in nine categories, as they may apply to your situation. Everybody’s situation is unique, but we have found over the years that many must address the same questions and overcome the same issues. Visit here to learn more.
Of course, you can go it alone. There are dozens of financial books on the subject, but trying to work through a 300-page book doesn’t seem like a practical option for most widows. There are many lists of things to do available on the internet. However, most widows do not choose to make this journey without professional help of some kind. Widows may rely on their financial advisor if they have one or on someone else they trust if they don’t. Not everyone has a financial advisor or a family member who can help, and that’s where Wings for Widows is a valuable resource. When you work with one of our financial coaches, at no charge, you will have an experienced person walking alongside you, guiding you through the practical matters relevant to you. They help you with questions, direct you to resources, help you take action and ensure you don’t make costly mistakes.
Initially, we do gather basic contact information. We never ask for your social security number, birthdate, or driver’s license number. We do not collect account numbers, passwords, or online credentials. If you take our Financial Wellness Check, the information is stored in a secure temporary fie in our contact manager (Bloomerang). Financial Wellness Check information is purged annually if we never work with you. If we do engage in financial coaching with you, we will share your Financial Wellness Check answers with your coach and only your coach. During your coaching engagement, you only need to share as much personal information with your coach as you feel comfortable sharing. The information you need to make decisions will be located by you and stored in your workbook only.
We rely on Zoom technology to connect with our widowed clients. You will be sent an invitation with a passcode to log on with your coach on the day and time of your mutually agreed upon appointment. You can join the zoom coaching session from a personal computer, laptop, iPad or mobile phone. The bigger your device’s screen the better your experience will be. But we’ve coached widows over the phone, too. You will receive our guidebook, at no charge, and together with a coach you will work through the guidebook session after the virtual session.
The wonderful thing about our virtual coaching sessions is that you can invite family and/or friends from anywhere in the world to join you. This is a huge advantage for widows who do not have family members or friends living nearby. We highly encourage surrounding yourself with loving family and friends during this most difficult time.
Often, the match is made based on when a coach is available. When possible, we attempt to ensure you and your coach are in the same time zone to make scheduling your sessions easier. Also, when possible, we consider your age and the age of your coach. Regardless, all of our coaches possess the same credentials and training, and we know you’ll have a rewarding experience.
Yes, once the financial coaching engagement ends you and your coach are free to pursue a professional relationship. Understand that your coach will never solicit you during the engagement, so if this is something you are interested in, you will have to approach your coach. We ask that this discussion happen after the engagement has concluded, i.e., after your last session.