The Perfect fit for your practice

About Us

Take a look at our mission and our journey. Along with our systems and experience, we can add a valuable asset to your practice.

Overview

We are a Williamsburg, VA based Financial Education, Wellness, and Consultancy Firm servicing greater Richmond and Hampton Roads, Virginia.

As a Certified Financial Educator, Registered Financial Gerontologist, Licensed Consultant, and former Registered Investment Advisor, I find that decision-making is a significant issue in people’s lives, especially when dealing with money. Yet, whether you’re a coach, consultant, or advisor, we’ve all scratched our heads when it comes to our client’s “rational” money choices.

To help with making money decisions, many believe that financial literacy – a knowledge of the relevant financial instruments, markets, and institutions – is the answer. Although this is important, as almost anyone in the financial industry will tell you, it is not the whole story. It’s only part of the answer and not even a factor in many financial situations.

 

what we help solve

Research shows that many root causes of poor money choices lie in the behavioral, not necessarily technical, aspects of financial decision-making.

These are major psychological money roadblocks to the needs and goals of your clients. However, it’s not easy for your clients to recognize that they have these roadblocks and changing their beliefs, and their financial situation, can be challenging.

We help you to identify these roadblocks and, if possible, remove them. 

A combination of Behavioral Finance, Financial Therapy, plus tested Financial Education resources will help you see these roadblocks more clearly. 

Our People

Meet the team

John M Lesko

CFE, RFG, CHSP, & Licensed Consultant

Melanie B Lesko

CPA & Consultant

Careers

Life at Mentor

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Join Our Team

Ready to take the first step?