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  • Get Matched
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  • About Willow
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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, […]

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  • Blog

Why We Built Willow

Most of us were never taught how to handle money the way we were taught how…

women meeting
  • Blog

What Is a CFP and Why Does It Matter?

Managing your finances can feel overwhelming. From budgeting and saving to investing and planning for the…

woman with sunglasses
  • Blog

How to Find Financial Peace

Money can evoke stress, anxiety, and even fear. For many, managing finances feels like navigating a…

woman on laptop
  • Blog

What Is a 401(a) vs 401(k)

Planning for retirement can feel like navigating a maze of numbers and letters — 401(a), 401(k),…

  • Blog, Your Life

Managing Baby Product Expenses

Preparing for the arrival of a newborn is a meaningful and emotional season. As you set…

  • Blog, Your Life

A Primer on Life Insurance

Life insurance often comes up during moments of change — starting a family, building a career,…

graphic showing financial growth
  • Blog

The 10 Foundations of Personal Finance

Money — it’s everywhere, yet many people never receive formal guidance on how to manage it.…

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  • Blog

How to Quit a Job the Right Way (Without Burning Bridges)

So, you’ve decided it’s time to move on. Maybe your boss is an expert in passive-aggressive…

  • Blog, Your Money

All about HSAs

If you have ever looked at your paycheck, noticed an HSA deduction, and wondered whether you…

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What is a CFP® Professional?

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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