Second Opinion Review
Are you on the correct path?
When it comes to your financial plan, you deserve complete confidence that your hard work is fueling the life you want to live, both now and later. We offer a second opinion review service to give you confidence about your wealth and your future. Whether you have an advisor or you’re a DIY wealth manager, we’ll review your finances to help you determine if your strategies are in line with your goals. We’ll help you address questions like:
- Do I have what I need to maintain my lifestyle?
- Am I missing opportunities or have blind spots regarding risks?
- Am I being strategic about taxes?
- Could I spend less time managing my finances and more time enjoying life?
- Is leaving a legacy a priority and if so to whom and how?
How it Works
We know you're busy and respect your time, so our second opinion review is done in two quick meetings. When we meet with you, we appraise your financial situation and help you determine if you’re on the right track for your goals.
If we find gaps or inefficiencies in your plan, we’ll offer recommendations to improve your situation. If everything looks great, we will be straight forward and tell you that. Our goal is to give you total clarity and confidence about your finances—so you can enjoy life now and life later.
What does it cost me?
Our second opinion review is completely complimentary. If we identify inefficient or missing pieces in your current plan, we’re happy to help you implement solutions, but you’re not obligated to leverage our services following your review.
Do you tell my current advisor I'm getting a second opinion?
That is up to you – if you’d rather your review remain confidential, we won’t reach out to your current advisors. However, if we identify ways we can collaborate with professionals you already know and trust, we’re happy to connect with them and create a coordinated plan.