The Free 2nd Opinion Review

If you already have a financial advisor and are not sure if he/she is doing a good job for you, 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

Steps 1 and 2 of our process are included, free.

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

During this meeting, I will provide you an assessment of your financial health and identify gaps in your personal finance. We will also provide a big picture plan to close those gaps.

Schedule Directly On My Calendar

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