What’s Missing
Imagine Having Confidence
In Your Financial Future
We look for help on everything from gadgets to buy all the way to the surgeons who will literally hold our lives in their hands.
Yet we so rarely speak with others about our finances.We might speak with our innermost circle—our closest confidants. Even that is often incomplete and full of apprehension.
We don’t know what we don’t know.
When we speak with a friend about our finances, we only know to give them the information that we believe is relevant. We may not know to share different pieces of our financial puzzle that are needed for sound financial guidance.
We know there are financial advisors out there, but they’re for when it is time to invest... erm..
Right? Sometimes we don’t even know if our assumptions are correct. We have no way to fact check ourselves because we aren’t even aware we need to consider a different approach. Whom do we speak with about the multitude of other decisions we are faced with throughout
our lives?
Maybe we read a few articles online.
But who sponsored those articles? Can we be sure that it isn’t a sales pitch in disguise?
Or, maybe we speak to our close friends and family. Then again, though, how informed are they?
They are only able to speak on their own limited experience. Do they know the best way forward?
A Financial Mentor brings a wealth of experience.
What Are Missing Financial Mentorship
Proven knowledge of personal finance
Real Life Experience and training
Impartial Guidance
An understanding of what questions to ask
Committed to understanding your big-picture
A financial mentor will be a person to turn to about your real-life financial needs.
Your mentor will guide you to make informed decisions. They will not be incentivized by “making a sale” but by helping you improve your big-picture financial outlook no matter where you are on your journey.
Your mentor will guide you to make informed decisions. They will not be incentivized by “making a sale” but by helping you improve your big-picture financial outlook no matter where you are on your journey.
We are missing financial openness.
When we open up to a financial mentor, we will be able to gain invaluable insights.
The mentor will know what questions to ask. They will consider the pros and cons and the domino effect of the different possible outcomes. With a financial mentor, we gain confidence in
our finances.