Wings for Widows offers a financial coaching program designed to guide new widow(er)s through the transition into widowhood while achieving financial wellness. We are currently seeking Licensed Financial Advisors to provide pro bono financial coaching services to widow(er)s.
As a pro bono Financial Advisor, you will provide information and planning services that will help widow(er)s make informed decisions about their financial situation including the following:
To help you best prepare for helping clients through the Wings for Widows Financial Coaching Program we will offer specific training on the Wings for Widows Financial Coaching Program and a copy of the New Widow’s Guide to Financial Wellness, a workbook for you to work through with clients.
Volunteers for the Wings for Widows Financial Coaching Program are expected to: