Schedule a 2nd Opinion Review with Michael, our Founder, and get clarity of your personal finance and a big-picture plan. Reviews take approximately 45 minutes.

After purchasing the review and submitting your information, Michael will reach out to you to say hello and set up a time for the review that works for you.

WHAT'S INCLUDED

1. DISCOVERY

I cover the following topics to understand your situation thoroughly:

• Values & Goals

• Assets & Liabilities

• Income & Expenses

• Hobbies, interests & passions

• Advisors

2. ASSESSMENT & PLANNING

I provide you an assessment of your financial health and identify gaps in your personal finance. I also provide a big picture financial plan to close those gaps. See more of our process, here.