Broker Check

7220 Trade Street Suite 115 San Diego, CA 92121

mahalene@modernwealthcollective.com
CLIENT LOG IN

Modern Wealth for the Modern Investor

Are you fresh out of high school, a current college student or a recent grad ready to make your mark in the world?

Have you been turned away or even turned off by other financial firms for not having "enough money" to get professional financial advice?

Do you want to learn more about how to be more intentional with your money decisions, but not sure where to event start?

Look no further; we have a seat at our table for you.  At Modern Wealth Collective®, we believe that younger investors deserve access to sound financial advice and planning.  Because the financial industry was not built for young professionals, we created our MWC Money Mentorship™ programs.

<em>"Here's to Strong Women:&#160; May We Know Them.&#160; May We Raise Them.&#160; May We Be Them."</em>

Modern Wealth Collective® believes that that financial success is achieved when we are committed to working together.  As your accountability mentor and advisor, we provide a safe platform where younger investors are not ashamed to talk about money. 

Our goal is to provide the resources and guidance for you to create healthy money habits and feel confident in working towards your financial goals.  This includes learning how to make smart money moves, career paths, realistic spending plans and so many more things they don't teach you in school.  

Welcome to MWC Money Mentorship™ 

Working alongside one of our wealth advisors, our mentorship program offers high-level financial planning for current college or trade school students or first year post undergraduate students.  In this 12-month program, you will work 1:1 with your advisor via Zoom to cover the fundamentals of different money topics, create the foundation of your financial plan and take action on your advisor's recommendations.   Some of the topics covered include:

  • Intentional spending and budgeting strategies that actually work

  • Paying and keeping off debt

  • Money mindset and building healthy money relationships

  • Strategies to increase income

  • Career coaching

  • Basic fundamentals of how to optimize employer-based benefits

  • Entrepreneurship 101

  • "When $h!t Hits the Fan" Money Plan to protect you, your money and your goals
  • and more!

How We Keep the Momentum Going

Your life, priorities and goals will change over time, which is why you'll want to keep the momentum going.  After the first 12 months, you'll continue to work with your advisor throughout the year to update your financial plan and have access to resources to help you stay on top of your money game.  Your investment in the ongoing membership includes:

  • A once-a-year Annual Review meeting via Zoom (additional 45-minute meetings outside of this available with added cost)
  • Quarterly 15-minute accountability and check-in calls
  • Access to your wealth advisor by phone, email and text
  • Guides and templates to help you take action throughout your wealth journey
  • Ongoing financial education and resources via monthly emails
  • A fun, non-judgmental space to ask questions and be your authentic self!

The membership renews on a 12-month period and is designed specifically for those just starting out in their wealth journey. 

You are worthy of financial success.  We can show you how to get there.

Thank you!
Oops!