“I love how Willow makes managing my finances more accessible and human. The entry point is with a normal person sharing their story and giving advice relevant to me and my life, instead of a bunch of wall street executives who I can’t relate to.”

“Willow is helping me navigate the complexities that come with my family’s wealth, and set my children up for success - both financially and emotionally.”

John’s straight-forward yet thoughtful manner made me feel at ease talking about what could be thorny topics, and Willow's proven approach toward financial wellness gave me a clarity, confidence, and new commitment to tackling my finances.”

“I wanted to take a moment to say thank you! I recently completed my second meeting with Candice and I, for the first time in my adult life, feel financially empowered.”

“I love this - Megan is so helpful!!! I only wish I’d had this during my divorce.”

"My husband passed away and left me with a complicated financial situation. Willow helped me to navigate this emotional and stressful transition.”

“I am so happy I found a group of outstanding and supportive professionals and real people. I am ready to step into this roll of financial knowing.........I have been living unaware and not living up to my full potential the financial peace is vital in order for me to be on point.”

“Willow helped me save money and increase my income. Helped me define my financial goals and match them with some personal goals. I now feel confident, organized, clear, empowered, secure, energized, understood, balanced. I would tell others If they don’t have a financial plan, it’s a must. It gives you a road map and facilitates you reaching those goals”

“I don’t come from family money and have worked hard for over 20 years to save every penny. If like me, you often worry about how much money you need to retire, you're in the right place here at Willow!”

“As a mother of 3 young kids and the CEO of a small business financing firm, I needed financial guidance that can help me make smarter financial decisions to free up time to spend it on what matters most. Willow did just that.”