Making sense of it all


Your financial well-being is the most critical area in which we can assist you. As your fiduciary, with your best interests at heart, we can help with:

  • Reviewing bills and credit card debt

  • Reviewing long-term loans, including mortgages

  • Pulling your credit report​; working with creditors, if necessary

  • Changing joint billings to single billings

  • Reviewing automatic payments

  • Assisting with online banking settings

  • Contacting your spouse's employer re compensation and retirement programs

  • Updating your checking and savings account ownership

  • Updating your investment account(s) ownership

  • Updating your investment account(s) beneficiaries

  • Analyzing your expenses and cash flow; cash flow projection, if necessary

  • Reviewing your emergency fund

  • Creating or updating a budget

  • Reviewing your investment asset allocations 

  • Consolidating investment accounts, if necessary

  • Reviewing education funding and sources of education funding

Note: This is an abbreviated list of services.

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©2020 by Wings for Widows.

Wings for Widows is a Minnesota nonprofit corporation exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code.​

Federal Tax Identification Number (EIN): 82-3910357

Wings for Widows does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, volunteers, vendors, donors and clients.