Second Opinion Service

We don’t think your financial health should be treated any differently than your physical health.

If you had a major medical condition, you may likely get a second opinion. This is not necessarily because you shouldn’t trust your first doctor, but rather you want to become as informed on your condition as possible. Different points of view can help you in considering your options.

Our Second Opinion Service starts with what we call a Discovery Meeting. This is part of our Five-step Collaborative Process. This is an in-depth meeting where we “diagnose” your current situation. But really, this is about us asking questions and listening to what is most important to you.

What to Expect

As part of our Second Opinion Service, we will meet with you to get very clear on where you are now, where you want to go and what the gaps are. Hopefully, we can confirm you are on track to meet your goals. If not, we evaluate if we are the right advisors for you. We limit our practice only to people where we can make a major impact.  If we are not the right advisors for you, we will point you in the right direction. Either way, you will receive a personalized analysis of your current situation.

Contact us to schedule your complimentary 90-minute Discovery Meeting to explore every aspect of your wealth.