2nd Opinion Service — Bond Financial

Exclusively for friends, family, and associates of our valued clients

In these uncertain times, 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. Our goal is to help confirm whether they are on track to meet their goals and whether their current plan is aligned with their stated values.

Each participant receives:

A Total Client Profile
A personalized analysis of their current situation
Right-fit guidance, including another professional when appropriate

Our Full Consultative Process

We approach each relationship through a time-tested, collaborative process. This creates an open dialogue in which we learn about your values and goals while working with you to tailor a plan designed to help meet them. As a valued client, you will recognize each of the five steps below and can offer the first 2 meetings complimentary to your friends, family, and associates.