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Second Opinion Process
The Discovery Meeting
This is the initial meeting where we’ll take the time to understand your current situation, financial goals, and any apprehensions you have about your current financial plan.
The Investment Plan Meeting
Next, we’ll take a deeper dive into your current financial plan and see if you’re on track to fulfilling your goals. We’ll make suggestions if we see anything that can help you achieve your goals.
Total Client Profile
Whether you take our recommendations or not, we’ll still create a Total Client Profile for you, which includes a personalized analysis of your current situation.
If you currently have a portfolio of at least $750,000, our second opinion offer is completely complimentary.
Whether you’re simply interested in hearing a second opinion or you have reservations with your current advisor, we can be an additional resource to make sure you’re on track.
Clear and Objective Opinions
from Phoenix Financial Planners
Our Second Opinion Service began as an exclusive offer to friends, family members, and associates of our clients.
But, we quickly realized how valuable this service could be for any high-net-worth investor who might be second-guessing their current wealth manager’s advice.
Today, our Second Opinion Service is an additional resource for anyone looking to reevaluate their finances.
At Alpha Fiduciary, we place priority in building mutual trust with each person that seeks our advice, even if they’re just seeking a second opinion about their current wealth management.
