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 Greater Williamsburg, VA - based Financial Wellness Coaching, Education, and Consultancy Firm.
As a Certified Financial Educator, Coach, 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 Coaching and Education resources will help you see these roadblocks more clearly.
Our People
Meet the team
Careers
Life at Mentor
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A diverse, dynamic culture
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A unique, flexible model
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A focus on you
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An opportunity for impact
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A global perspective
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