Referring Your Family & Friends
We offer all of our clients a complimentary Second-Opinion Service for the people they really care about—their friends, family members, and colleagues—who may be in a complex situation or who just want to make sure they are making smart decisions in today's economy. We help the people taking part in this service to make informed decisions by providing them with a second opinion on their finances.
When you introduce us to someone, we will take them through the same experience you've had with us. We will take them through the discovery process to get very clear on where they are now, where they want to go, and what the gaps are. Then we will evaluate whether their current financial advisors are taking good care of them and meeting all of their needs effectively. If they are, we will recommend that they stay with their current advisors. If not, we will evaluate whether we would be the right advisors.
We limit our practice to people for whom we can make a major impact. If we are not the right advisors for them, we will kindly let them know upfront.