Wealth Planning Stress Test

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 sound 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 for planning.*

In order to help those you care about achieve their goals and dreams, we provide a complimentary Wealth 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 who defined the 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 sharing a distinctive vision of integrative wealth management.

Our professional planning process

At Professional Financial we approach each engagement with a time-tested, collaborative process. We’ll have an open conversation so we can learn about your values, goals and dreams. This proven process enables us to closely tailor an individual plan that works toward your wealth and legacy goals. As a valued client, you’ll recognize each of the six steps below. In our Wealth Testing Second Opinion, we offer a portion of our consultative service, complimentary, to your friends, family and colleagues.

chart: 6 steps of wealth planning

What to Expect from Wealth Planning Stress Testing

Stress testing conversation graphic showing 2 stepsWe will meet with your friends and family in a conversation to explore their opportunities and concerns to see if we can help. If there is a fit and a benefit, we will invite them back for a follow-up conversation. We may confirm whether they are on the right track with their existing financial advisors. Or, if we are not the right fit, we will suggest another qualified professional firm that may be more appropriate. Either way, they will receive constructive advice and recommendations regarding their planning situation — easily a value of $5,000 or more.

You can download a copy of our Wealth Planning Stress Test brochure here, or to contact Paul Byron Hill directly about the Wealth Planning Stress Test, please use our Contact form.

*Source: Russ Alan Prince and David A. Geracioti, Cultivating the Middle-Class Millionaire, 2005.

Purposeful Wealth Management chart