In order to help the people you care about achieve their financial goals, I have created a complimentary second opinion service. I'm pleased to offer friends, family members and associates of my clients the same expertise and guidance that you have come to expect as a valued client.

I will meet with your friends, family members and associates for a Discovery Meeting. Assuming we both agree that we have a basis for working together, they will return for the Strategic Plan Meeting. Hopefully, I can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, I will suggest ways in which I can help, including recommending another provider if I am not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.