The Free 2nd Opinion Review

Schedule a free 2nd Opinion Review with Michael, our Founder. We are happy to explore with you whether or not we can add substantial value.

 

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.


Ready to Schedule?

Please provide your information and we will immediately send you a link to schedule your Free 2nd Opinion Review when it is convenient for you.

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