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.
Steps 1 and 2 of our process are included, free.
I cover the following topics to understand your situation thoroughly:
- Values & Goals
- Assets & Liabilities
- Income & Expenses
- Hobbies, interests & passions
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.