Tag: Financial Planning
Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)

Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)

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You’ve had the first meeting. You’ve signed the dotted line. What happens after you become an MP Advisor client?

In this episode, Brent Mekosh shares the next steps after a client has signed on the dotted line. He reveals the paperwork and meetings that will happen, the type of questions asked to help build your financial plan and why consistent meetings are important for your financial future and success.

Brent discusses:

  • The role paperwork plays in your financial planning
  • Why he checks in with clients beyond their financial plans
  • How consistent meetings benefit your financial plan
  • The importance of goals within your financial plan
  • And more!

Resources:

  • Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA®
  • Everybody Needs Somebody In Financial Planning

Connect with Brent Mekosh:

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Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1)

Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1)

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When selecting a financial services company, the people you will be working with matter just as much as the company itself. 

And at MP Advisors, LLC, you are the hero. The team simply guides you to help you get there.

Welcome to SMART MONEY. SIMPLIFIED. with Brent Mekosh, CFP®, CIMA® of MP Advisors, LLC!

In this inaugural episode, Brent Mekosh introduces you to who he is as a financial advisor and, more importantly, as a person. Brent outlines how he entered the financial services industry, from his father’s influence to his first earnings in lawn care.

Brent discusses:

  • His first experience in the financial services industry
  • Who is his hero in life 
  • His inspiring life motto
  • How he spends his time outside the office
  • And more!

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About Your Host:

Brent’s strategic vision for MP Advisors is to understand what motivates his clients and leverage that knowledge to align their financial resources with their most important goals. His passion for this business centers on helping clients achieve more than they could have ever imagined.

Brent is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Investment Management Analyst®, holding Series 4,7,24,31,51,63 and 65 licenses. He is also a member of Valley Estate Planners, East Valley Estate Planners and serves on the board of A 2nd Act.

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