OUR APPROACH
Having the ability to see your entire financial universe enables higher-level thinking and analysis as it relates to your money. The top down approach will allow families to plan for their goals and make the best financial decisions to meet those goals.
Our approach includes the following:
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Aggregate financial information and provide analysis of current financial situation
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Work together to map goals and create a realistic plan to achieve goals
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Provide tools to complete the steps to move forward
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Provide process to monitor progress towards goals and adjustment as necessary
FINANCIAL EDUCATION
Personal Financial Organization is the first step to learning and understanding your current financial situation. Once families see their own financial universe, in an easy to understand format, relevant and powerful financial education can be a useful tool to inform and enlighten family members.
Financial education plans can be customized and focused on the family members and topics that are deemed important. We provide an objective, insightful review of the specific concept, pros/cons and applications using the families own financial information. This approach allows the family members to be engaged in real-life scenarios that will immediately help build a solid financial judgment base.
YOUR BEST RESULTS
Money Mentors can only construct good advice when complete information is given by our clients. We rely on families and business owners to be open and forthcoming with financial information, goals and plans in order for us to help in the most effective and efficient way.
We provide:
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Confidential forum to disclose and discuss your financial events (past/present/future)
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Hourly rates based on approved tasks (no % of portfolio fee assessment)
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Safe, non-judgemental environment to discuss sensitive issues, scenarios and future plans
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Objective opinions based on the facts provided - we do not sell products
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Tailored plans to help your family become comfortable with our approaches and results