How do you live a healthy financial life? Answers to this question can evoke excitement and purpose as well as stress and uncertainty. This is why the Your Mental Wealth advisory team works hard to understand you. We offer specialized services and one-on-one client-advisor relationships to ensure that you and your individual financial goals are heard and met.
Women have unique financial challenges and benefits. We want to help you to preserve your wealth and at the same time help you to apply it to where you believe it matters most. The Mental Wealth Discovery process combined with traditional financial planning will help us take the time to understand your current circumstances and needs as well as set new goals for the future.
Some of our services you may find helpful include:
Retirement is as exciting as it is stressful. It can be strange to envision the retired life. You have worked so hard for it, but no one has really prepared you for how to live it. Our Mental Wealth Discovery process will help you to start brainstorming for your new life. Once that is in place, we will help you build a plan to get there and stay there through our financial life process.
Some of our services you may find helpful include:
Passing wealth from one generation to the next can be a gift and a curse. Our Mental Wealth Discovery process and family meeting services can help you to share your wealth with a purpose. We work with clients to develop trust and charitable strategies to help the next generation thrive, establish healthy financial management and carry on the family mission.
Some of our services you may find helpful include:
Monitor your Financial Transformation Your Mental Wealth® Online Portal