You deserve a financial advisor who truly gets you

Free, personalized matchmaking with vetted women‑friendly advisors. No pressure. No jargon.

Why Willow?

Because your goals, what’s meaningful
to you, and life story matter
Because there are advisors trained to support women’s unique financial journeys
Because financial advice should fit
your life, not someone else’s
Because finding the right advisor shouldn’t feel like a shot in the dark

Find the Right Financial Advisor — in 3 Simple Steps

1

Take the Quiz

Discover your goals, values, and financial priorities

Answer a few quick questions so we can understand what you’re looking for in a financial advisor — from your investment goals to your communication style.
2

Get Matched

Personalized financial advice from someone who gets you

We match you with a vetted, trained financial advisor who aligns with your values, life stage, and long-term goals.
3

Build a Real Relationship

Plan your financial future with expert guidance

Connect one-on-one with your advisor to create a financial plan tailored to your life — no pressure, no product pushing.

What Makes Us Different

Your Goals First

Advisors on the Willow platform are certified to work with women, no matter what you’re going through.

Your Life & Story

We don’t just match by assets. We match by values, communication style, goals, and what feels right to you.

Free for You

There’s no charge to take the survey or get matched. If you decide to work with an advisor, you may then negotiate advisor fees.

Support Through Life’s Transitions

From divorce to career change to planning retirement — advisors in our network are trained in the challenges women face over their lives.

Advisor Style That Fits

Choose the advisor vibe and meeting frequency that feels right for you.

Long-Term Partnership

Your advisor supports your full financial journey, now and into the future.

Frequently Asked Questions

Is it really free?

Yes. The matchmaking service is free for consumers. You won’t pay to take the survey or to get matched. If you choose to work with an advisor, you’ll negotiate fees with them.

Ready to meet your financial advisor?

It’s free, and only takes a few minutes.