In these volatile times, you probably know a friend, family member or colleague who may be in a complex situation, or who wonders whether they have the right financial advisor, or who just needs help, but doesn’t get it. That’s not uncommon. Studies suggest that over 80 percent of affluent investors would value a second opinion.
In order to help those you care about achieve their financial goals, we have created our complimentary Second Opinion Service. We’re pleased to offer your friends, family and colleagues the same expertise and guidance that you’ve come to expect as a valued client of Professional Financial.
At Professional Financial we approach each new engagement with a time-tested, collaborative process. This allows us to have an open dialogue with you so we can learn about your values and goals. This enables us to work with you to tailor a plan that helps you meet those goals. As part of our Second Opinion Service, we can offer a portion of our consulting service, complimentary, to your friends, family and colleagues.
Wealth Management Consulting Process
What to Expect from the Second Opinion Service
We will meet with your friends, family and colleagues for a Discovery meeting and then invite them back for an Investment planning meeting – Steps 1 and 2 in our Wealth Management Consulting Process. Hopefully, we can confirm whether they are on track to meet their values and goals with their current financial providers. If needed, we’ll suggest ways in which we can help, including recommending another CFP® advisor if we’re not a good fit for your friends’ or relatives’ needs. Either way, they’ll receive – free of charge and with no obligation – both a Total Client Profile and personalized analysis of their current financial situation – a value that may be in excess of $5,000. As you can see on the Wealth Management Process chart, these first two Steps are identical to the initial consultations we provide to our regular clients in establishing our professional working relationship.
You can download a copy of our Second Opinion Service brochure here, or to contact Paul Byron Hill directly about the Second Opinion Service, please use our Contact form.