Our Process

Is your current financial plan in alignment with your goals?

Our History

Are your investments performing as well as they could be?

Our Values

Is your advisor giving you experienced advice?

Our Resources

Are the fees you pay reasonable based on the services you are receiving?

If You're Not Sure...

We'd be happy to provide a complimentary second opinion

Step 1

Initial Discussion

We want to make sure we know what planning you have done, both professionally and personally, and your tolerance to risk so we can help determine if the plan you have in place makes sense with your goals.

Step 2

Performance Review

We will review your plan to help determine everything being done for you is in alignment with your goals, makes sense according to the market, and makes sense according to your tolerance to risk. In addition, we will look over the fees you are paying to help determine if they are reasonable based on the services you are receiving.

Step 3

Deliver Opinion

If your current plan makes the most sense for you, we will tell you. If we think we can improve on what's there, we will tell you how. Our goal is to help as many people as possible, and even if the only way we can help is offering a second opinion, we welcome the opportunity to do so.

Get Your Second Opinion

Thank you!