7220 Trade Street,
Career and money success is achievable when you have a team in your corner to cheer you on along the way. Through our Wealth. Impact. Purpose. (W.I.P.) Money Mentorship program, Vista Del Mar Wealth members receive the support and guidance from our dedicated experts you need to reach your goals.
Our unique program is designed for young professionals and entrepreneurs just starting out in their wealth journey, or for individuals and couples who need support with building a stronger financial foundation. We customize your 1:1 sessions based on what's most important to you. After each 1:1 session with your W.I.P. Money Mentorship advisor, you will have an action plan checklist to help you take control of your money, and be on your way to financial confidence.
Our program offers small group mastermind sessions hosted by your wealth team and mentors from our network of professionals. In our community, you have the opportunity to build your knowledge and network with other like-minded individuals.
Here are some topics and sessions we cover in our W.I.P. Money Mentorship program:
Does your debt keep you up at night? Are you tired of not knowing where you money goes every month?
Have a money question you need guidance on? Depending on your program option, you decide with your wealth mentor on the topics below to discuss during your 1:1 calls:
Not sure how much to save for retirement? Let's clear up the picture for you.
What's your relationship like with money?