Life doesn’t come with a financial instruction manual. Whether you’re navigating a big transition, facing a specific money challenge, or just starting to get organized, it can be hard to know where to begin. That’s where Willow’s personal financial coaching comes in.
Our one-on-one coaching sessions connect you with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who understands the unique realities women and families face. Coaching gives you the guidance, tools, and confidence to make informed decisions — without judgment, pressure, or one-size-fits-all advice.
You can access coaching directly through your personal Willow platform, alongside all the other tools and resources we provide.
When Coaching Can Make a Difference
Financial coaching isn’t just for big financial overhauls — it’s for anyone who wants support tailored to their life. Willow’s clients often turn to coaching when they are:
Navigating life transitions: Life changes can bring financial uncertainty. Starting a new job, buying a home, planning for a family, or going through a divorce are all moments where having someone to talk through options can make a big difference. Your coach can help you weigh choices, see the bigger picture, and feel confident about next steps.
Facing a challenge head on: Maybe you want guidance on budgeting, saving for college, managing debt, or understanding investments. A coaching session allows you to focus on exactly what matters to you, get clarity, and create actionable steps you can take right away.
Getting started and getting organized: If finances feel overwhelming, coaching gives you structure. You’ll walk away with a clear plan, organized priorities, and confidence to take control of your financial life — all at your own pace.
No matter where you are on your financial journey, coaching is designed to meet you where you are.
How Willow Coaching Works
When you book a coaching session, you’ll meet one-on-one with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who has experience working with women and families. Every session is tailored to your needs and goals.
Here’s what you can expect:
Personalized guidance: Your goals, challenges, and life stage guide the conversation. Your coach will listen first, then help you think through options and next steps that fit your situation.
Actionable takeaways: You won’t leave a session with vague advice. Your coach will help you create clear, actionable steps — whether it’s budgeting, planning for retirement, organizing investments, or tackling a specific financial challenge.
Flexible support: Coaching can be a single session for a specific question, or part of an ongoing plan as your needs evolve. It adapts to your pace, not the other way around.
Coaching works best when it’s part of a larger strategy. At Willow, it’s integrated with our other offerings, so you can use coaching in lockstep with education, tools, and advisor connections.
Coaching in Lockstep With the Wealth Accelerator Ecosystem
Willow isn’t just about one conversation or one tool — it’s a wealth accelerator ecosystem designed to support women and families at every stage. Coaching fits seamlessly into that ecosystem:
You can use coaching alongside advisor matching to prepare for conversations with a financial professional.
You can combine coaching with our investing tools if you want help starting or growing your portfolio on your own.
You can explore educational resources in the Knowledge Center, then bring questions or insights from your learning into a coaching session.
This flexible approach allows you to build confidence, clarity, and momentum, whether you’re just starting out or planning major life milestones.
Access to Education Anytime Through the Knowledge Center
Even outside of a coaching session, Willow provides resources to help you grow your financial confidence. The Knowledge Center is your go-to hub for articles, guides, and tools designed to help you:
Understand the basics of budgeting, saving, and investing
Explore retirement planning, wealth-building strategies, and long-term financial priorities
Learn at your own pace, on your own schedule
Coaching and the Knowledge Center complement each other — the Center provides knowledge, and coaching provides the guidance to apply it to your unique situation.
Start Your Willow Experience Today
Getting started with Willow is simple. Everything begins with our short survey, which helps us understand your goals, priorities, and the type of support that fits you best.
Once you complete the survey, you’ll unlock access to your personal Willow platform, where you can:
Book one-on-one coaching with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Explore educational resources in the Knowledge Center
Start using our tools or consider connecting with a vetted financial advisor
Take the survey today and start your Willow experience — your personalized financial journey begins here.
CFP® Disclosure:
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a professional certification granted in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is awarded to individuals—not firms—who successfully complete the CFP Board’s initial and ongoing certification requirements. CFP® professionals must meet education, examination, experience, and ethics standards and are required to comply with the CFP Board’s Code of Ethics and Standards of Conduct.
The statements and opinions expressed in this article are for general informational purposes only and are not intended to provide specific financial, tax, or investment advice. Views expressed are subject to change without notice. Individuals should consult a qualified financial advisor regarding their personal situation before making financial decisions.
Advisory services offered through Willow Partner Advisors, LLC, an SEC-registered investment advisers. Past performance or examples are not guarantees of future results.
