A mentorship opportunity for those in service of wealth redistribution, reparations, and economic justice.
What the offering is
1:1 mentorship designed to meet you where you’re at:
Finding your niche and your people, how to get paid, designing your offerings, website, collateral, email, etc. and moving through imposter syndrome
Starting your practice
Understanding the different licenses and certifications, political education, the Rad Planners ecosystem, Just Transition Financial Planning (“How Much Is Enough?”), Social Movement Investing, and Investment Policy Statements
Advisor Pathway
Supporting clients in big feelings around money, strategizing around family members and advisors, as well as tools for creating giving plans and "back of the napkin" number crunching.
Money Coach Pathway
All pathways include a connection to the broader Chosen Family Office ecosystem
This includes a quarterly practitioner gathering of money coaches and mentees, plus introductions to peers and group spaces like Rad Planners, various donor networks, continued curriculum
This offering is not:
A licensing program or certification
We’ll help you understand the paths and requirements, but this mentorship doesn’t replace formal credentialing.
The CFO network is here to support your growth and network, building Chosen Care Teams from our approved network of practitioners, but we do maintain independence for our clients and do not guarantee referrals or selection preference to any practitioners.
Client referrals or guaranteed business
A one-size-fits-all curriculum
Our mentorship is shaped around your goals!
Who is it for?
Inheritors and wealth holders who have been on their own money/wealth redistribution journey and want to help others on theirs
Social movement organizers and nonprofit folks who want to expand their financial toolbox and hack the Wealth Defense Industry
Coaches, planners, and helping professionals who want to add money and wealth work to their practice
Early-stage financial practitioners who have a calling in the work but aren’t sure which path is the right fit (coach, advisor, planner, etc.)
This is not for people who:
want a fast track into a conventional financial services career
are looking for their own personal financial service practitioners (Explore CFO’s offerings for more information about Chosen Care Teams)
aren’t ready to examine race, class, and power as 1) part of how they show up in this work and 2) major areas to support justice, equity and redistribution;
Frequency
1:1 Mentorship Sessions
1x every 2 or 4 weeks, at your pace
Chosen Family Office hours
1x per quarter
Duration
Mentorship sessions
1 hour
Minimum Commitment
4 sessions, with the option to continue
Mentors
Money Coach Pathway
Sarah DeLuca
Advisor Pathway
leo freeman
Financial Commitment
To support practitioner pathways for the broader ecosystem, there is a sliding fee structure for mentees to self-identify an hourly rate based on current and future access to wealth that ranges from $250 - $750.
If cost is a barrier, please don’t hesitate to reach out.
Ready to take the first step?
For a complementary 45-minute discovery call, please fill out the intake form below and someone will reach out within 1-2 business days.