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A Cup of Coffee and a Second Opinion

Today, you most likely wouldn’t think twice about getting a second opinion for any major medical diagnosis. Your financial diagnosis deserves one as well.

A SECOND OPINION AND A CUP OF COFFEE (or Tea)

Changing markets, pandemics, and a myriad of other factors affect your financial plan, and you may be questioning the wisdom of the plan you have been following.

The one constant is that life changes constantly. Is your financial plan still working for you? Is it still on track to reach your goals? It is important that you have confidence in the path you are on and that it is on track for your goals.

If you have been thinking that perhaps it is no longer on track, why not join us for a cup of coffee or tea and a second opinion on your plan.

Time for a check up

Make an appointment using the scheduling tool on the right and have a conversation with us. We will ask questions about your goals, your current situation, any changes on the horizon, and your current plan.

We take the time to fully understand where you stand now and where you want to be so that we can ensure your financial plan will meet those needs now and in the future.

We will also take the time to answer your questions about the current state of the market, or any financial planning understanding you would like to acquire.

A Second Opinion Never Hurts

Once we have a good ‘picture’ of your current financial situation and goals, we will be able to evaluate your current financial plan. insurance, estate planning, retirement plan, etc. If all is on track, a confirmation from us may provide peace of mind.

However, if we see gaps and areas for improvement or misalignment, we will share those with you, explain them in plain English and suggest some changes. These could be minor or major suggestions to realign your financial plan with your goals.

It never hurts to take a second look at your financial plan to ensure that it is up-to-date, still applicable to all aspects of your life, and ideally suited to achieve your long-term dreams. 

Regardless of the outcome of the second look, we’ll have enjoyed meeting you and hopefully, you’ll feel good about the direction of your financial plan.

Covid Note:

Our office is open and we have been meeting with people in our conference room where we can comfortably maintain physical distance of 6 feet with two or three visitors.

Masks are required.