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  • Get Matched
  • Advisor Vetting
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  • About Willow
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    • Advisor for NextGen™ Certificate Program
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  • Blog, Your Life, Your Money

The Financial Tasks Women May Be Forgetting: Your Annual Financial Checklist

You schedule your annual appointments. You renew your insurance. You somehow remember when everyone in your family needs to be somewhere. But when was the last time you have your financial life that same kind of check-in? For many women, money is just one of the many things competing for our attention. We’re managing careers, […]

  • Blog, Your Life

Choose the Right Currency to Teach Kids Financial Responsibility

Teaching children about money often feels like something we should instinctively know how to do. Many…

  • Blog, Your Life

Should I Freeze My Eggs?

Deciding whether to freeze your eggs is deeply personal — and sometimes emotional. For many women,…

Saving money in an envelope
  • Blog, Your Life, Your Money

What Is the 100 Envelope Savings Challenge?

Sure, saving money can often feel overwhelming, but fun challenges like the 100 Envelope Savings Challenge…

  • Blog, Your Life

Should You Keep the House During a Divorce?

Few divorce decisions feel as heavy as deciding what to do with the house. For many…

  • Blog, Your Life

How Do We Address Unpaid Care Work?

For many women, unpaid care work is a constant presence in daily life. It includes the…

women meeting
  • Blog

One-on-One Financial Coaching at Willow: Personalized Support When You Need It Most

Life doesn’t come with a financial instruction manual. Whether you’re navigating a big transition, facing a…

women in a family
  • Blog

Willow Is Expanding: More Ways to Support Your Financial Journey

Your financial life is made up of many moments — learning, planning, adjusting, and sometimes getting…

  • Blog, Your Life

How to Change Career Paths

Changing careers in your 30s or 40s can feel very different than it does earlier in…

women meeting
  • Blog

How Willow Matches You With a Financial Advisor 

Finding a financial advisor can feel overwhelming. You might be wondering: Who can I trust? Will…

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April 2, 2026

Future You Will Thank You: 7 Money Moves You Can Do Right Now

March 31, 2026

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Advisory services offered through Willow Partner Advisors, LLC, an SEC-registered investment adviser. The opinions expressed and material provided are for general informational purposes only and should not be considered a solicitation to buy or sell any security. The information provided is not intended as tax or legal advice. Please consult your tax advisor or attorney regarding your specific situation. Past performance is not a guarantee of future results.

Willow maintains a network of independent financial advisors for referral purposes. Willow does not endorse, guarantee, or warrant the services of any advisor in its referral network and makes no representation regarding the results or success of engaging any advisor. Any decision to contact or retain an advisor is solely at your discretion and risk. Any advisory services provided are the sole responsibility of the advisor you select and are governed by your agreement with that advisor.

Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees.  The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees. 

Willow provides a matching service based on a computer algorithm to match the data you provide Willow to an Advisor. Willow only matches clients to Advisors that have taken and passed our certification courses and signed up for our matching service platform.

The Advisors we refer, have all paid Willow for both the courses and the matching service platform. Advisers provide cash compensation to Willow of up to $5,200 per year in connection with client referral services, and up to $800 per year in connection with participation in Willow’s certificate program. Such compensation arrangements may be subject to discounts.

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.

Willow does not match clients to Advisors that do not pay for these services. This is a conflict of interest. To mitigate this conflict the matching algorithm directs clients to Advisors based solely on a correlation of the personal data you provide with the experience, background and beliefs of Advisors that have paid to be on the Willow platform. 

Willow solicits and publishes testimonials from our existing clients and Advisors. Willow does not compensate clients or Advisors for testimonials in any way.  Interactions with individual Advisors will vary.

Willow does not guarantee your interactions with the matched Advisor(s) will be the same as represented in any testimonial or will generate any specific investment result. Testimonials are not a guarantee of future performance or success.

Willow and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. 

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