Financial Mentors

Meet our unicorns

unicorn noun
u·ni·corn (/ˈyo͞onəˌkôrn/)
  1. A mythical animal generally depicted with the body and head of a horse with a single, often spiraled, horn in the middle of the forehead
  2. someone unusual, rare, or unique - a.k.a. our Volunteer Financial Mentors!

Our Volunteer Financial Mentors bring an unparalleled passion and dedication to our mission of changing financial futures forever. Just as unicorns stand out in mythical tales, our volunteers stand out in their commitment to making a real difference in the financial lives of young adults. Their unique blend of skills, enthusiasm, and compassion sets them apart, creating an inspiring and supportive environment for 3rd Decaders. By sharing their time, knowledge, and energy, they help shape a brighter financial future, making them invaluable and irreplaceable members of the 3rd Decade community.

The Mentee Experience

The Discovery Meeting
Year 0

Lay all your (financial) cards on the table in a  2-hour meeting with your personal Financial Mentor. This first meeting gives you and your mentor a solid idea of your financial goals, both short and long term, what your budget looks like, your current financial health, and anything else YOU want to discuss. Together, you will create a financial plan that will outline your financial purpose, your goals, and next steps for you to take on your financial journey. 

The Progress Meeting
Year 1

Your 1-hour Progress Meeting allows you to meet with your Financial Mentor to check in, celebrate financial wins, work thorough financial pain-points, and re-evaluate your goals and Financial Plan. This dedicated time ensures that you're on track to keep you moving forward confidently on your financial journey. 

The Final Meeting
Year 2

Your 1-hour Final Meeting will allow you to meet with your mentor a final time to check in, celebrate financial wins, work thorough financial pain-points, and re-evaluate your goals and Financial Plan.  At the end of this meeting, you can expect to feel confident in making financial decisions for yourself,  with a clear understanding of your financial goals, actionable strategies to achieve them, and the knowledge to navigate your financial future with assurance.

Unlock your financial potential with personalized guidance and support. Our experienced mentors are here to help you navigate your financial journey while building a partnership that empowers you to achieve your goals and turn your financial dreams into reality. Ready to take the next step?

Meet Our Financial Mentors

CFP®
CFP®, ABFP™

We have Financial Mentors all around the country, dedicated to actively changing financial futures in their community as well as across the United States. Check out the map to see where our blessing (a.k.a. a group of unicorns – look it up) is located.

Want to learn more about becoming a Financial Mentor or looking to start your financial journey? Ask below and we will get back to you just as soon as we possibly can.

Contact 3rd decade