We’ll give you a full financial physical, identify what your ailment may be and write you a prescription that you can fill at whatever pharmacy you like. Because you are paying a one-time fee to become educated on your specific situation, there is no obligation to implement our recommendations through us.
The Second Opinion serves as a way to simply check your “financial health” and help you diagnose financial problems you may currently have or potentially face in the future. Our proprietary LifePrint Advantage™ process is educational and provides you with an independent view of your current and projected financial health.
We will discuss strategies designed to help decrease your financial complexity and increase your financial independence to help enjoy your fiscal health for years to come.
We will x-ray your personal investments, 401(k), insurance, wills/trusts and tax returns to determine how efficient your existing strategy is at accomplishing your goals.
While you have choices, some are more advantageous than others and speaking with a qualified, independent professional will help ensure you make the best decision for your specific needs and budget. Maybe you are thinking about changing careers, starting a new business or making another life change; we can help you make those decisions with confidence.
Navigating a maze of personal and financial decisions can be overwhelming; why not have a Second Opinion to make sure you are on the right path?
We are Life Transition Specialists™ who are passionate about educating individuals faced with a life transition so they can move forward and make decisions with confidence.