Full Client Experience
We approach each new engagement collaboratively. This allows us to have an open dialogue in which we learn about our client’s values and goals, and create a plan to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members, and associates can enjoy a portion of this experience at no cost.
What to Expect from our Second-Opinion Service
We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a personalized summary and analysis of their current situation.