Our Services

Second Opinion Service

Making sure your strategy fits your goals

Given the many challenges of accomplishing individual and family financial goals, we would like to offer you a second opinion on your financial strategy.

We’ll take you through our discovery and analysis process to get a clear picture on where you are now and where you would like to go.  We’ll examine any of the gaps that need to be filled and “check under the hood” to make sure your strategy is running smoothly.  We will then evaluate your specific situation and respond with recommendations based on your needs.

If we think your current strategy is well suited to your goals, we’ll gladly let you know.  If on the other hand, we think your current strategy no longer fits with your goals, we will explain why and if you like, recommend an alternative strategy.