The markets these days (and over the past several years) have been volatile and confusing, to say the least. As a result, even the most patient investors regularly question the wisdom of the investment strategy they have been following.
To complicate matters, life changes may have come your way, such as kids, marriage, divorce, new career, or an inheritance. These significant life events mean it’s high time to readjust your financial priorities.
You might be curious about various investment strategies or just want to ensure that your plan is still the best fit for you. You won’t have complete confidence in your investments until you reevaluate and examine whether they are still working for you.
Is this you? If so, here’s what I would like to offer: A cup of coffee and a second opinion.
Getting a Second Opinion Has Never Been Easier
Don’t get overwhelmed by the thought of gathering your info together and making the time to sit down and talk finances. I’m simply suggesting that we meet for coffee or lunch to discuss your current situation and concerns. I want to understand your financial goals and big concerns so that we are on the same page.
Once we’ve talked and set up a framework for where you’re at and where you want to be, we go forward with our analysis. If you feel like there could be a fit, we have a unique “try before you buy” approach.
What we’d do is conduct a complimentary analysis of your situation and go over the results with you, along with our comments. We have a way of doing this that saves you time by not shuffling paperwork back and forth AND gives you insights into how we work.
Here are some examples of what you would get from us when we analyze your situation:
- Risk Report: Understand how much risk you can handle, and how much risk is in your portfolio.
- Portfolio Analysis Report: Understand the fees you are paying, the details of your investment portfolio, historical performance, and more.
- Wealth Management Platform: We’ll send you an invitation to the same platform we use for our clients. You’ll get a simple view of all your finances in one place–updated daily and available anytime.
This complementary analysis not only gives you a feel for how we work, but it also answers your most important questions: Is my financial plan on track? Is my investment strategy on target?
After reviewing your results of our analysis, we can then reconfigure your investments so that you have complete peace of mind. It’s that easy.
It never hurts to take a second look at your financial plan and investments to ensure that it is up-to-date, still applicable to all aspects of your life, and ideally suited to achieve your long-term dreams without taking on more risk than you can handle. Regardless of the outcome of our second look, you will have full confidence in us, in your decisions, and in your financial plan.
Either way, the coffee is on me!
In a Hurry? Want a Second Opinion Fast?
We can help. We know you are busy and sometimes finding the time to meet in person can be difficult. That’s why we created a unique way of providing feedback on your situation that will not only save you time, but also save you the headache of shuffling paper back and forth.
It’s simple. We’ll have a brief phone call (less than 5 minutes, we promise), and then send you an invite to our wealth management platform. From there, we can quickly analyze your situation and go over the results with you; by phone, video chat, or in person if you’d like.
Best of all, there’s no risk or commitment for you; only a complementary second opinion.
Let me help you get where you want to be! Contact me at (248) 567-2160 or send me an email at firstname.lastname@example.org
Pathway founder and principal Greg Brown is a tech-savvy advisor with broad financial planning and investing expertise. Greg’s financial advice has been featured in publications like the Wall Street Journal, Businessweek, and USA Today. He holds a master’s degree from the University of Chicago and a mechanical engineering degree from Michigan State University. Prior to Pathway, Greg was a lead analyst at Morningstar and previously held engineering roles at Dell.