Our Initiatives

Enabling The Architects of Financial Planning
An important goal is to increase the recruitment, retention, and representation of people of color, ethnic minorities and women in the Financial Services Industry. They are the future Architects of Financial Planning. They are the Wealth Builders.

You can use the navigation menu on the left to explore and review Our Initiatives:

• Financial Plan of Action
• Financial Literacy
• Mentoring
• ESL Tools
• Students with Disabilities
• Faith Based Initiatives

Empower the Enabler… The Architects of Financial Planning
We realize that the majority of grants that are given directly by organizations benefit the consumer. The majority of the financial literacy programs are aimed at the consumer. Very few are targeted to insure qualified professionals are serving the public best interest. This is not the job of the regulators. They regulate…not educate. To be sure, the regulators do have educational program to educate Financial Services Professionals and Financial Services Companies on regulatory issues, procedures and compliance requirements. The regulators are not charged with educating and equipping Financial Services Professionals with the skills sets needed to serve a increasing multi-cultural population.

We have a mission and passion to clean up the food chain by delivering a better informed candidate to the doors of Financial Services Companies. These candidates would populate the management teams and leadership teams of these companies in years to come. Meanwhile, this new blood would grow into the Financial Services forces that are responsible for growing and protecting the wealth of all Americans.

Our services are targeted to multicultural and minority college graduates and the managers who will be hiring them. Also multicultural and minority Financial Services Professionals with several years on the job…attempting to take their practice to the next level and the managers who manage them.

Our goal is to increase the recruitment, retention, and representation of people of color, ethnic minorities and women in the Financial Services Industry. We will do this by:

1. Helping Minorities Compete For Competitive Financial Services Positions
2. Developing Conflict Free English as a Second Language Tools
3. Developing Mentoring Programs That Utilize Existing Technology
4. Becoming A Resource For Best Practices, Sharing And Support For Women Financial Professionals
5. Enabling Financial Services Professionals to serve the disadvantaged and underserved populations

Special Note: Become A Resource For Best Practices, Sharing And Support For Women Financial Professionals

• Being a Financial services Professional requires having keen skills in relationship building. Women are natural relationship builders. Auburn Mountain will become a resource for best practices, sharing and support for women who must balance a Financial Services Career and be a partner in parenting. Even more challenging is the Financial Services Career Professional that is a single parent.
• Auburn Mountain will provide gateways of opportunity for educational conferences, seminars and workshops for the development and retention of women financial professionals.
• Auburn Mountain will provide the resources and tools for male recruiters and managers to embrace and use to  create a work culture that grows and retains women financial services professionals. It also makes business sense since women control over 60% of the wealth in the United States.