Our Process

At Mentorship Wealth Management you are provided with a personal, thoughtful and intelligent strategy, delivered by a highly-qualified professional you can trust. 

​

We begin our process with a first meeting to gather information about you and your families needs, we want to learn about you. 

​

Once we have gathered such information, we will review your current investments. We will offer you a no obligation second opinion of your financial position relative to your objectives and prepare a customized plan for you. 

​

We will meet again to review the proposed plan and discuss any questions you may have. Our goal is to earn the right to be your first choice.