A wealth accelerator built for women and their families.
Personalized education, investing tools, and access to vetted financial advisors — designed to support your financial decisions through every life stage.
Why Choose Willow?
How It Works — Personalized Support in 3 Simple Steps
1
Take the Quiz
Discover your goals, values, and financial priorities
Answer a few quick questions about your life, financial goals, and priorities. This helps Willow understand what type of support may fit you best.
2
Explore Your Options
Personalized financial advice
We’ll show you pathways matched to your needs — including financial education, digital investing tools, planning resources, or a vetted advisor match if that’s right for you.
3
Connect With Support
Plan your financial future with expert guidance
If you choose advisor support, we’ll introduce you to a vetted, fiduciary financial professional aligned with your preferences and goals.
How We Get to Know You
Your Goals First
We learn what matters most to you — from big life milestones to everyday financial confidence.
Your Life & Story
Your family, career, priorities, and plans help shape your match because your story matters.
Respecting Who You Are
Whether you’re LGBTQIA+, a caretaker, veteran, or more, we aim to pair you with guidance and advisors that fit.
Your Financial Picture
We consider your financial context to help identify guidance that aligns with your situation.
Advisor Style That Fits
Choose the advisor vibe and meeting frequency that feels right for you.
Long-Term Partnership
Life changes. We’re here to support you through your financial journey.
Ready to Explore Your Financial Support Options?
It’s free, and only takes a few minutes.