In this challenging economy, you probably know a family member, friend, or colleague who may be in a complex situation or has sought out financial advice and felt dissatisfied with the direction they received. It has been our experience that a large percentage of high net worth investors would value a second opinion.
In order to help the people you care about pursue their financial goals, we have created our complimentary Second Opinion Service. We’re pleased to offer your family, friends, and associates some of the same experience and guidance that you’ve come to expect as a valued client of Noble Birch Wealth Management.
What to expect from the Second Opinion Service
We will meet with your family, friends, or 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. 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 personalized analysis of their current situation.
Second Opinion Service
Our full consultative process
We approach each new engagement 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 work toward them. As a valued client, you’ll recognize each of the five steps below and we can offer a portion of our services, complimentary, to your family, friends, and associates.
Full client experience
