It is the client’s wealth and their desire for future financial security that matters.
We invest time learning how the client and their family identifies the financial needs they can achieve by working with The Financial Mentor.
We gather all financial data and client profile data needed to craft solutions for future financial security.
We identify qualified professionals who can help our clients with critical needs, such as legal advice, tax and accounting services, risk and wealth management.
We believe qualified professionals can be best identified by our office as a client advocate, more effectively than if our client tries to make contact directly via the internet and social media. In this approach, often key information is not accurately presented or easily accessed, and client engagement is the marketing intent of social media information.
We place high value on intangibles that matter, such as ethics, qualifications, philosophy, experience, track record, service cost, client communication, and empathy.
As a Financial Mentor, we use our financial services knowledge, experience, education, and training to prioritize client concerns, quantify long-term financial goals, and the roles clients want to delegate or retain in managing their wealth.
The process could be compared to an independent audit of services, intended to match service results to client identified holistic needs.
This introduction process applies to selecting new qualified, experienced professionals and firms for needed services such as portfolio management, financial planning, estate and tax planning.
From our client meetings we develop a short list of candidates we think can meet client needs and all related parameters. We provide the clients with background on the firms and individuals, with our assessment of suitability, before any client interview is undertaken.