How it Works

Here are some step-by-step examples of how Willow helps women across different life journeys.



Maria is about to get a divorce and is anxious about the expense and her financial health afterward.


1

Your Questions



She schedules a call with Willow to help her:

  • Understand her options, the costs, and how to prepare financially
  • Help her manage the daunting logistics (agreements, settlements, lawyers, custody and division of assets)

2

Personalized Guidance



She meets regularly with her Coach to work toward her financial independence by:

  • Monitoring spending, tracking necessary information and staying focused on her goals
  • Receiving trusted guidance, as relationships with friends and family may feel strained during this time

3

Achieve Your Goals



She is able to reestablish her financial independence and overall health and wellness.

  • She has survived this difficult transition and is thriving in her independence
  • She is confident and empowered to make financial decisions on her own


Nina is grieving the loss of her spouse and overwhelmed by the financial decisions she must make alone.


1

Your Questions



She schedules a call with Willow to help her:

  • Understand her finances and how to pay her bills
  • Navigate Social Security spousal benefits, life insurance proceeds, pension survivor options and much more

2

Personalized Guidance



She meets regularly with her Coach to work toward establishing financial confidence by:

  • Helping her to understand her finances and options
  • Providing compassion, education, and guidance

3

Achieve Your Goals



Nina gains financial confidence and the ability to manage her finances.

  • She is proud to be able to take care of her family’s financial health and wellbeing
  • She is confident in her ability to make financial decisions moving forward


Kate is stressed because she is facing an unexpected career change due to coronavirus pandemic.


1

Your Questions



She schedules a call with Willow to help her:

  • Establish an emergency fund
  • Set an action plan and budget for this transition

2

Personalized Guidance



She meets regularly with her Coach to work toward her career transition and financial health by:

  • Monitoring her spending and job search
  • Receiving empathy and guidance from a trusted sounding board

3

Achieve Your Goals



Kate is able to strengthen her financial habits and reestablish her career.

  • She has survived this difficult transition and is thriving in her new role
  • She feels healthy financially and confident in making decisions



Don't see your Life Journey? No problem! Willow can help you with a lot more, such as:


  • saving for your child’s education or family expenses
  • starting a family (including fertility treatments, adoption and surrogacy)
  • navigating single parenting and co-parenting
  • buying a home
  • caring for aging parents
  • planning for marriage (such as wedding expenses, commingling finances and pre-nups)
  • starting a business or changing careers
  • getting out of debt, improving your credit and beginning to establish savings
  • establishing financial independence as a widow
  • navigating divorce
  • investing
  • and much more!

What is Financial Coaching?


Coaching provides you unbiased, personalized guidance to help you achieve your financial goals. Your coach will collaborate with you to get organized and build a custom roadmap with clarity and accountability. Coaches will work with you to improve your cash flow management, cash cushion, savings and wealth building, debt management and risk protection strategies with confidence.


Financial Coaches do not provide investment management, sell investments or sell insurance products.

Willow Coaches are Highly Qualified


Our Coaches are rigorously vetted and verified through our Willow Certification Process to ensure they are qualified to support you. You are matched with a Coach who has shared life journey experience so they can fully understand your needs, concerns, and desires.

Willow Coaches Must...



Pass Willow's Life Journey Certification Process


Complete Interviews and Coaching Session with Willow Team Members


Meet and Adhere to Willow Philosophy and Standards



Coach Spotlight: Megan Scipione, CFA


Megan Scipione, CFA is a financial wellness coach. She teaches busy professionals how to optimize their financial lives to build wealth and reduce stress. Her professional background includes 20+ years of experience in the financial services industry, focused specifically on improving retirement outcomes. Megan is a graduate of Tulane University and lives with her husband and two teenage daughters in suburban Boston.

Take the First Step Today


Join Willow for free and receive a complimentary 30 minute call with one of our Verified Financial Coaches. You'll also get the Willow Newsletter, Willow's Life Stage Financial Tips, and exclusive access to webinars.