Pathways to Diversity, Equity & Inclusion

At Willow, our perspective is that our differences make us better. We live in a diverse world, and our success depends on our ability to support, embrace and celebrate diversity.

We respect and value diverse life experiences and heritages and strive to ensure that all voices are valued and heard. By cultivating and upholding a diverse, inclusive, and equitable culture where all members, whatever their gender expression, identity, race, ethnicity, national origin, age, sexual orientation or identity, education or ability, feel valued and respected, we are committed to modeling diversity and inclusion, and upholding an inclusive environment with equitable treatment for all.

At the heart of Willow is supporting women along their financial journeys. While financial challenges affect all people, we know that women experience unique challenges and our goal is to support them as they navigate their path. We have specific focus in helping women during divorce, widows, those making career decisions and caregivers.

The Willow Pathways plan outlines our deliberate approach and achievable actions that will make Willow diverse and inclusive. Our action plan emphasizes the value of developing a workplace, culture and community that embodies the diversity of our country to advance Willow’s mission to empower women on their financial and life journeys.


We are committed to a nondiscriminatory approach and provide equal opportunity for employment and advancement. We have a committed focus on strategies to identify, recruit, and retain employees, coaches, advisors, planners, and experts who have been historically underrepresented in the financial services industry, and who reflect the diversity of our society.


Willow is committed to spending time and resources to expand more diverse leadership throughout our company and community. We will lead with respect and tolerance. Via proactive outreach and communication, it is our ongoing goal to promote diversity and inclusion in all workplace interactions and everyday practices. With ownership and accountability plans, we see diversity and inclusion as connected to our mission and the employees and community we serve.

Knowledge & Engagement:

We are dedicated to pursuing cultural competency throughout our organization and community by creating substantive learning opportunities and policies. In working with our networks, we will cultivate a collective effort to pool resources, knowledge and wisdom to expand offerings for underrepresented constituents. Willow welcomes input from our community as we build our diversity, inclusion and equity practices.


The Willow Pathways plan focuses on ensuring that our community can thrive in their financial and life journeys, while providing opportunities to learn about and embrace diverse perspectives. This includes programs, curriculum resources and a welcoming environment for women of color. Every person has a story and Willow is poised to help our clients, coaches, advisors, experts and employees learn from and embrace them.

Our collective work of promoting diversity, inclusion and equity is an ongoing process. Willow is committed to taking real action with both short- and long-term impacts.