Life Is a Blank Canvas, How Will You Paint Yours?
An UnCommon Perspective, Yours
It is not about how much wealth you have, but what your wealth will allow you to do. It is going beyond a questionnaire addressing your basic financial needs. What do you want do? Where do you want to go? Who would you like to assist? Your values are also an important part of your life. They are at the core of everything you do. They have a profound impact on every important decision you make, from what you choose to do for a living, to what you spend your free time doing and who you choose to spend it with.
It’s Your Life, Your Wealth, Your Vision. Most financial firms strictly focus on investments. Mentor takes an uncommon perspective, yours, and focuses on you and your goals. We assist by helping you make informed and objective decisions about your entire financial life. Our process will change the way you interact with your money and open the lines of communication around financial discussions in your life. It all starts with an UnCommon Conversation….
UnCommon Conversations Cards
To help you begin painting your future and to learn about issues that may not be applicable today but may become so in time, we have prepared the “UnCommon Conversations” card set. These cards are a collection of questions raised by many clients over the years. Using the cards helps people realize that many of their questions are not unique. Their purpose is to help you get started on a path towards understanding and talking about your own, unique questions. Below is a sample of the six main topics addressed within the cards.
Your Inner Circle
Your Financial Comfort
Complementary cards and UnCommon Conversations meetings are available upon request. We look forward to helping you address the questions that keep you awake at night.
About Mentor Wealth Management, LLC
We believe you want to be heard, informed, in control, and part of a collaborative relationship. We believe that your life and money are not independent, they are delicately balanced. We believe you want to reduce complexity, gain clarity and peace of mind. We believe very few succeed in any endeavor without a plan. We believe in UnCommon Conversations. We believe in you. We are Mentor.
Mentor Wealth Management is an independent registered investment adviser acting as a fiduciary to a select group of individuals, families and institutions for whom we provide real value through our team of experts approach. We believe wealth management is the objective integration of advanced planning and investment counsel orchestrated by a dedicated Personal CFO. This process goes beyond managing investments to include growing and preserving wealth, planning for its orderly transfer to future generations, and providing for the charitable interests of our clients. We act as an advocate and guide our clients through each aspect of the process with the intent of helping them live their financial lives with confidence and maximizing the likelihood of achieving their vision. If you have any questions or we can assist you in any way, contact us by email at firstname.lastname@example.org, by phone at (804) 592‐3660, or visit our website at www.mentorwm.com.
Mentor Wealth Management, LLC © 2012