The Free 2nd Opinion Review

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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.

Approximately 1 hour

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Name
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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.