2026 Women's Initiative Mentor Application

The NAPFA Women’s Initiative Mentor Program is designed to support professional growth and leadership development within the financial advisory profession, with a focus on advancing women’s representation and leadership. The program fosters meaningful mentor-mentee relationships by connecting advisors, paraplanners, and associates with experienced NAPFA members who can provide guidance, support, and insight based on shared professional interests, experiences, and goals.

Mentors and mentees are selected by the Women’s Initiative Mentoring Committee. The program runs from May through October.

Applications are open to NAPFA members and must be submitted by February 28, 2026.

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1. First Name (Required.)

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2. Last Name (Required.)

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3. Email address (Required.)

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4. Phone Number (Required.)

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5. Employer's Organization Name: (Required.)

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6. Job Title (Required.)

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7. Years of experience (Required.)

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8. LinkedIn/Social Media url:

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9. How long have you been a NAPFA member? (Required.)

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10. Age range
This question is optional and collected for aggregate program evaluation only. Age information is not used in mentor or mentee selection or matching.

< 25

25-34

35-44

45-54

55-64

65+

Prefer not to answer

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11. Time Zone (Required.)

Eastern Time

Central Time

Mountain Time

Pacific Time

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12. Most Desirable Time of Day to Meet (Required.)

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13. Can you meet the program requirements of meeting at least once per month from May to September (Required.)

Yes

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14. Have you participated in a prior year's NAPFA Mentorship Program? (Required.)

Yes, as a Mentor

Yes, as a Mentee

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15. What year(s) did you participate as a Mentor or Mentee?

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16. Based on the categories below, who might be the best fit for you to be paired with? (check one) (Required.)

Young Superstar

Career Changer

Solo Business Owner

Small-Mid Firm Employee Advisor

Large Firm Employee Advisor

Other (please specify)

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17. Which of the following describes you? (check all that apply) (Required.)

Career Changer

Solo Business Owner

Small-Mid Firm Employee Advisor

Small-Mid Firm Owner

Large Firm Employee Advisor

Large Firm Owner

Other (please specify)

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18. What word best describes your ideal mentee at this stage in your career? (Required.)

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19. What are you hoping to accomplish by participating in the Women’s Initiative Mentorship Program? (Required.)

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20. Is there any specific criteria or requests to consider as we are looking to pair you? Please note there is no guarantee all requests can be met, but we will do our best to accommodate you (check all that apply). (Required.)

I want to help someone interested in starting their own firm.

I want to help someone just starting out in the financial advising industry.

I want to be paired with someone with a firm of 10+ team members.

I want to be paired with someone with 10+ years of experience.

I want to be paired with someone who needs counsel on management or leadership.

I want to be paired with someone who is interested in becoming a firm owner (not solo).

Other (please specify)

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21. How do you spend your time outside of work? Please share hobbies, interests, volunteer work, charitable activities, community service, or other pursuits. (Required.)

2026 Women's Initiative Mentor Application

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* 1. First Name (Required.)

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* 2. Last Name (Required.)

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* 3. Email address (Required.)

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* 4. Phone Number (Required.)

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* 5. Employer's Organization Name: (Required.)

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* 6. Job Title (Required.)

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* 7. Years of experience (Required.)

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* 8. LinkedIn/Social Media url:

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* 9. How long have you been a NAPFA member? (Required.)

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* 10. Age rangeThis question is optional and collected for aggregate program evaluation only. Age information is not used in mentor or mentee selection or matching.

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* 11. Time Zone (Required.)

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* 12. Most Desirable Time of Day to Meet (Required.)

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* 13. Can you meet the program requirements of meeting at least once per month from May to September (Required.)

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* 14. Have you participated in a prior year's NAPFA Mentorship Program? (Required.)

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* 15. What year(s) did you participate as a Mentor or Mentee?

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* 16. Based on the categories below, who might be the best fit for you to be paired with? (check one) (Required.)

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* 17. Which of the following describes you? (check all that apply) (Required.)

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* 18. What word best describes your ideal mentee at this stage in your career? (Required.)

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* 19. What are you hoping to accomplish by participating in the Women’s Initiative Mentorship Program? (Required.)

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* 20. Is there any specific criteria or requests to consider as we are looking to pair you? Please note there is no guarantee all requests can be met, but we will do our best to accommodate you (check all that apply). (Required.)

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* 21. How do you spend your time outside of work? Please share hobbies, interests, volunteer work, charitable activities, community service, or other pursuits. (Required.)

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* 22. Is there any other information about you or ideas you would like to share that you believe might be relevant to a mentoring relationship?

1. First Name (Required.)

2. Last Name (Required.)

3. Email address (Required.)

4. Phone Number (Required.)

5. Employer's Organization Name: (Required.)

6. Job Title (Required.)

7. Years of experience (Required.)

8. LinkedIn/Social Media url:

9. How long have you been a NAPFA member? (Required.)

10. Age range
This question is optional and collected for aggregate program evaluation only. Age information is not used in mentor or mentee selection or matching.

11. Time Zone (Required.)

12. Most Desirable Time of Day to Meet (Required.)

13. Can you meet the program requirements of meeting at least once per month from May to September (Required.)

14. Have you participated in a prior year's NAPFA Mentorship Program? (Required.)

15. What year(s) did you participate as a Mentor or Mentee?

16. Based on the categories below, who might be the best fit for you to be paired with? (check one) (Required.)

17. Which of the following describes you? (check all that apply) (Required.)

18. What word best describes your ideal mentee at this stage in your career? (Required.)

19. What are you hoping to accomplish by participating in the Women’s Initiative Mentorship Program? (Required.)

20. Is there any specific criteria or requests to consider as we are looking to pair you? Please note there is no guarantee all requests can be met, but we will do our best to accommodate you (check all that apply). (Required.)

21. How do you spend your time outside of work? Please share hobbies, interests, volunteer work, charitable activities, community service, or other pursuits. (Required.)

22. Is there any other information about you or ideas you would like to share that you believe might be relevant to a mentoring relationship?