Our Process

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At Mentorship Wealth Management, you receive a personalized,

thoughtful, and intelligent strategy, delivered by a highly qualified professional you can trust.

 

Our process begins with an initial meeting where we take the time to understand you and your family’s unique needs and financial goals.

We want to learn what truly matters to you.

 

Once we’ve gathered this information, we will carefully review your

current investments and provide a no-obligation second opinion on your financial position relative to your objectives. From there, we prepare a

fully customized financial plan tailored just for you.

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We’ll then meet again to walk through the proposed plan, answer

your questions, and make sure everything aligns with your goals.

Our aim is simple: to earn the right to be your first choice for

trusted financial guidance.