Portfolio Management and Investments couple

A financial life management firm

Understand your spending behaviours and how you can change them, sign up to reveal your money script today.

What's My Money Script?

Our Process

Through a thorough process of discovery, we identify your financial health, create goals and make a plan to get you there.

  1. Get your financial health checkup

    Let us work to uncover behavioural factors impacting your financial life and how to change them.

  2. Set your financial goals

    Set goals for financial security, family harmony, career advancement, asset protection, early retirement, or all of the above.

  3. Make your financial game plan

    Make your game plan with your current financial status with assets, liabilities, cash flow, insurance coverage, and tax strategies.

Your Mental Wealth Advisors Family Plan

Once your game plan is created your financial life planning can start.

We help you build a life plan that is flexible and accounts for some of the bumps along the road of life.

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Your life plan is created with the following:

  • Understanding

    • Financial Beliefs
    • Unique Investor Behavior
    • Values & Goals
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  • Analyze

    • Review & Report Financial Status
    • Provide Gap Analysis
    • Provide Recommendations
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  • Take Action

    • Implement Financial Plan & Investment Recommendations
    • Ongoing Monitoring
    • Ongoing Guidance, Communication, and Plan Refinement
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