What is the Financial Wellness Check and how do you use it? | Wings for Widows
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What is the Financial Wellness Check and how do you use 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. 

Wings for Widows also receives a copy of your results and encourages you to schedule 30 minutes to speak with one of our kind and knowledgeable paraplanners to review your score and help you determine the level of service that is right for you. You are under no obligation to accept our offer of assistance. Our only goal is that you are getting the help and support you need during this difficult time. Should you decide to work with us, your results may be used as a starting point with your financial coach. None of your information is ever shared outside of Wings for Widows. Please see our Privacy Policy.