Our 2nd Opinion Service offers a clear, unbiased review of your current financial plan and investment strategy. Whether you’re working with another advisor or managing things on your own, we’ll work through the details to help you feel more secure about your financial options.

The Initial Phone Call

During our initial call, we will discuss:

  • Your present financial situation and your goals for the future.
  • An estimate of what your cash flow needs will be in retirement.
  • A big-picture estimate of your personal balance sheet & income statement.
  • Our flat fee for this service is $1000.

DOCUMENTATION & DISCLOSURE

Next, we work together on all necessary documentation to proceed, including going over our financial planning agreement.

Financial Information

We use cutting-edge financial and tax planning software to gather important information. From there we begin to ask questions to help us understand whats important to you beyond your finances.

Reviewing Your Plan

Next, we evaluate your plan and provide advice using all the information we’ve gathered. We evaluate your unique circumstance using:

  • Financial & Tax Planning Software: We use our technology to analyze data and prepare observations.
  • Presentation: We screen share our results and make any
    necessary adjustments.
  • Final plan: You will have full access to our Planning database to
    download information.
  • Investment proposal: We compare your investments versus our proposed plan.
  • Investment analysis: We explain our thinking and advise how to move forward.

YOUR CHOICE

At the end of the 2nd Opinion Service, you will decide if you want to become our client. If not, you have no further obligation and would leave with a lot of useful and valuable information about your own planning. If you choose to become a client, we are excited to bring you on board and discuss the next steps of partnering with our firm.