Second Opinion Process
When it comes to things that are truly important, second opinions are not just valuable they can be priceless.
Just as you seek out a second opinion from a doctor to protect your physical health, a second opinion from a Financial Advisor may help you protect and make the best decisions for your financial health.
At our second opinion meeting (strategy), we lay out your current path out to age 100. Then we lay out an alternate path using the same dollars and see which path can help build more cash flow for your family's financial obligations and goals. We discuss your financial resources and point out both the positive discoveries and items needing your attention. Our intent is to give you the ability to walk away from our meeting knowing where you stand and what options are available to you and your family.
At this point, there is no commitment on either side of the relationship. We want to understand more about you, and we want you to learn more about our way of doing business. Should you decide to take the next steps with my team, we will move forward and help you implement the next steps to move you toward and maintain optimal financial balance.