(47) 2122-9331
FINANCIAL MENTORING
Mentoring has theduration of 12 months. The mentors who will accompany you during this period will help you, the doctor, to align your financial life with your goals, either individually or as a family.
Each person is unique and that's why we want toget to know your financial profile betterin order to adapt the best financial solutions and actions. And these actions, we wantrun with you, side by side all steps.
We work together with your:
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Accountants
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Financial Advisors
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Managers
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Members and Partners
Financial actions in:
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Financial planning
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Investments
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social security
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Asset Management and Insurance
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Tax Efficiency
PHASES OF FINANCIAL MENTORING
Stage I: Interviews and Data Search
DAY 15 - Meeting 1:You, Your Life and Your Plans. Questions based on Behavioral Economics to understand the relationship between your money and your decisions. What will your future look like?
DAY 30 - Meeting 2 –Investments, Profile and History. Questions about current wealth, investments and financial history.
DAY 45 - Meeting 3 –Tax, Insurance and Social Security. Final questions that address the Mentorate's tax, social security and insurance situation.
DAY 50 - Meeting 4 –Information and Data Search
Bank: gathering information on all contracted financial products and services.
(eg: Statements, Contracts, Insurance, Investments, Financing and Financial Products).
Counter: contact the accountant to get the last IRs and reinforce
Theimportance of developing this work together.
Investment advisor: seek with the client all investments with
advisers, explaining theimportance of developing this work together.
Stage II: Internal Diagnosis
Internal diagnosis:
Our internal committee analyzes the data collected about the Mentorship.
Always guided by the Mentor, the team develops action strategies that
improve the Mentorate's financial life according to their needs and profile.
Definition ofChoice of Course
Meeting: Behavior and Spreadsheet
Presentation to the Mentor about Choosing Course based on initial 3 meetings and behavior completion.
At this meeting, the first organization tips are given, along with a control worksheet to facilitate the development ofcash book and financial management.
Stage III: Action Moment
Actions
After our proposals are approved by the Mentee and theirChoice of Course, specific actions will be taken to reach the defined objective.
Tino's commitment is to help the Mentorate at all stages, whether going to the bank to talk to managers or aligning himself with the accountant – we will be present in all places to make the Mentorate's life goals a reality.
Actions taken in this step include:
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Financial planning
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Investments
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social security
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Asset Management and Insurance
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Tax Efficiency
Stage IV: Maintenance
Delivery of Certificate, PenCard and Dinner
After carrying out the actions, the team will meet with the Mentee to deliver:
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PenCard:contains information relevant to the Mentoring process and guidelines
for the financial future of the Mentorate. -
Certificate:honor for completing the process.
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Celebration:a dinner or get-together to celebrate with everyone involved
Our team and Mentor will be on hand during this final period to personally take care of any actions that still need adjustments or alignment.
We are also available for any questions and considerations that may arise.