Exclusively for friends, family, and associates of our valued clients
In this challenging economy, you probably know a friend, family member, or colleague who may be in a complex situation or is just unsure about the advice they’re currently receiving-it’s not uncommon.
In order to help the people you care about achieve their financial goals, we have created our complimentary Second Opinion Service. We’re pleased to offer your friends, family, and associates some of the same expertise and guidance that you’ve come to expect as a valued client of Bond Financial.
What to expect from the Second Opinion Service
We will meet with your friends, family, and associates for a discovery meeting and then invite them back for a wealth management plan meeting. Hopefully, we can confirm they’re on track to meet their goals and that their current plan is aligned with their stated values. If needed, we’ll suggest ways in which we can help, including recommending someone else if we’re not a good fit for their needs. Either way, they’ll receive both a Total Client Profile and a personalized analysis of their current situation.
Second Opinion Service:
Our Full Consultative Process
We approach each relationship with a time-tested, collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them. As a valued client, you’ll recognize each of the five steps below and can offer a portion of our services, complimentary, to your friends, family, and associates.
