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We understand your concern for your finances, and how challenging it can be to find a trusted partner to help navigate the many decisions they bring. Whether it’s retirement solutions, private wealth management or assistance with nonprofit finances, you may not be completely satisfied with the help you’re getting. That’s why we created our complimentary second opinion service.
Our free, consultative second opinion service puts the focus on you, not your money. Through an extensive discovery plan meeting, we work to discover the values and goals at the heart of your story before building a personally-tailored plan to help bring them to life. If our approach matches your needs, we’ll begin the next steps toward a fruitful, long-term partnership. If not, we’ll help you find an alternate provider who can. Either way, you’ll receive a Total Client Profile and personalized analysis of your situation.