Second Opinion Review
Your second opinion review will start with an Exploratory Call/Meeting with an advisor to gain a high-level understanding of your financial situation. If we feel we can add value, we will move forward to the Discovery Meeting and an Initial Findings Meeting.
There are three possible outcomes of the Second Opinion Review:
- The first possible outcome, we may tell you that you are in great shape and should continue to do what you are doing. We hope this will provide you with the reassurance you deserve.
- The second possible outcome is that we discover gaps and opportunities, but we aren’t the right advisor for your situation. In that case, we’ll introduce you to our network of trusted professionals who could meet your needs very well and we can make those introductions if you’d like.
- And the third possible outcome, we believe that we would be able to add significant value to your financial life. In this situation we would invite you to become a part of our family of clients.
To determine if a Second Opinion Review aligns with your needs and to connect with an advisor, please utilize the link below to schedule a complimentary 30-minute phone call. We’re here to assist you in making informed decisions about your options.