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.

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.