Through our second-opinion service, your friends, family members and associates can enjoy a portion of the experience you value at no cost – and invite them to review our full process . First, we’ll have a discovery meeting. Assuming we both agree that there is a basis for working together, your friend or family member will return for our investment plan meeting. Hopefully, we can confirm he or she is on track to fulfill their values and achieve each goal with their current financial provider.
If needed, we’ll suggest ways we can help, including recommending another provider if we aren’t a good fit for their needs. Either way, he or she will receive a Total Client Profile and personalized analysis of their current situation.