Through our exclusive matching process, Willow seeks to connect women, NextGen, and other underrepresented individuals with a trusted advisor that they can connect with on a personal level. Here’s what we look at:
Myer Briggs Personality
Hobbies & Animals
Get Matched with an Advisor
Take a short quiz to help us understand you, your goals, and where you’re looking for help.
Receive a free, 15-minute consultation with a member of our team.
We’ll connect you with a financial coach or advisor hand-selected just for you.