Group Details

Introductory Phrase:

Personal Financial Mentor Required

About You:

I am not interested in pursuing a career in financial services however, my husband and I would like to connect with someone who can provide guidance in helping us to make successful financial and investment descisions.

Looking for:

Someone who is highly experienced, has a good reputation and is knowledgable in the field. Someone who has achieved financial freedom in their own life and that has managed their own portfolio.We also would like someone who has integrity and the time to commit once a month to meet with us or who doesn't mind a phone call once in a while to ask a question. We are a young couple with lots of potential. It won't take much to get us going ! We don't want someone who is selling products.

Group objective (goal):