In these uncertain times, you may know a friend, family member or colleague who may have a difficult situation, or who wonders whether they are getting the right advice, or simply needs experienced professional advice but doesn’t get it. That’s not uncommon. Studies suggest that over 80 percent of “middle-class millionaires” would value a second opinion.*
In order to help those you care about achieve their goals and dreams, we provide a complimentary Life Planning Stress Test for those people. We’re pleased to offer your friends, family and colleagues the same guidance and expertise that you’ve experienced as a valued client of Professional Financial.
Working with experts committed to professional
wealth management process
Ask ten investors to define wealth management. Rather, ask ten financial advisors you meet to do so. You’ll probably get ten different answers, and most replies will focus on investing or only products. As a client of Professional Financial, however, you benefit from a team of CFPs® with a network of experts for purposeful wealth management.
Our professional planning process
At Professional Financial we approach each engagement with a fiduciary collaborative process. We’ll have conversations to learn about your values, goals and dreams for the future. This proven process enables us to custom tailor an individualized plan that helps you effectively progress toward your life goals. For valued clients, you’ll recognize each of the six steps below. In our Life Planning Second Opinion, we offer a portion of our consultative service, complimentary, to your friends, family and colleagues.
What to expect from a life planning second opinion
We will meet with your friends and family in a conversation to explore their concerns about the future and opportunities to see where we can help. If there is a mutual fit, we will invite them back for a follow up conversation. We could confirm whether they are on the right track with their current financial advisors. Or, if we are not the right fit, we will suggest another professional firm that may be more appropriate for them. Either way, they will receive constructive advice and recommendations regarding their planning situation — possibly a value of $5,000 or more.
You can download a copy of our Life Planning Stress Test brochure here, or to contact Paul Byron Hill directly about the Life Planning Stress Test, please use our Contact form.
*Source: Russ Alan Prince and David A. Geracioti, Cultivating the Middle-Class Millionaire, 2005.
