How it Works

Here are a few ways Willow can help women across different life journeys:

saving for your child’s education or family expenses
starting a family (including fertility treatments, adoption and surrogacy)
navigating single parenting and co-parenting
buying a home
caring for aging parents
planning for marriage (such as wedding expenses, commingling finances and pre-nups)
starting a business or changing careers
getting out of debt, improving your credit and beginning to establish savings
establishing financial independence as a widow
navigating divorce
investing
and much more!

Looking for more specific guidance on investments? Use this form to get matched with a Willow Financial Advisor.

What is Financial Coaching?

Coaching provides you unbiased, personalized guidance to help you achieve your financial goals. Your coach will collaborate with you to get organized and build a custom roadmap with clarity and accountability. Coaches will work with you to improve your cash flow management, cash cushion, savings and wealth building, debt management and risk protection strategies with confidence.

Financial Coaches do not provide investment management, sell investments or sell insurance products.

If you’re seeking financial advisory or investment management services please click here to contact us.

Access easy-to-use tools, personalized guidance and support to help you reach your goals.

Your complete financial picture

Organizing your finances can feel challenging. With Willow, your account information is accessible in one safe and secure space.

Tools to keep you on track

Set, track, share goals & budgets with your Coach. Keep yourself on track by understanding exactly where you are and where you need to be.

Effortless scheduling

Coaches are available for video and/or phone calls when convenient for you. Meeting invitations are automatically sent to your calendar to help you save the time.

Ongoing support

Have a follow-up question? Something you forgot to ask about? You can text and email your Coach in between sessions.

Willow Coaches are Highly Qualified

Our Coaches are rigorously vetted and verified through our Willow Certification Process to ensure they are qualified to support you. You are matched with a Coach who has shared life journey experience so they can fully understand your needs, concerns, and desires.

Willow Coaches Must...

Pass Willow's Life Journey Certification Process

Complete Interviews and Coaching Session with Willow Team Members

Meet and Adhere to Willow Philosophy and Standards

Coach Spotlight: Megan Scipione, CFA

Megan Scipione, CFA is a financial wellness coach. She teaches busy professionals how to optimize their financial lives to build wealth and reduce stress. Her professional background includes 20+ years of experience in the financial services industry, focused specifically on improving retirement outcomes. Megan is a graduate of Tulane University and lives with her husband and two teenage daughters in suburban Boston.

Take the First Step Today

Join Willow for free and receive a complimentary 15-minute call with one of our Willow financial experts. You'll also get the Willow Newsletter, Willow's Life Stage Financial Tips, and exclusive access to webinars.