If you already have a financial plan in place, have a successful relationship with an advisor, or prefer to be your own financial manager, we can offer you the benefits of a “second opinion” and collaboration with a seasoned professional. We will listen closely to what is meaningful in your life and review every detail of your existing financial plan and investment portfolio. The resulting comprehensive financial analysis will recommend timely updates and proposed improvements to help get you back on track toward living the life of your dreams.
My Financial Design's Second Opinion offers a way to determine if:
the risk level in your portfolio has changed in light of economic events
any changes should be made in a changing market climate
there are areas missing from your portfolio or financial plan
your existing plan is in alignment with your values and will truly support what’s meaningful in your life.
