A Second Opinion
Get a Second Opinion from a CERTIFIED FINANCIAL PLANNER™
At Timberchase Financial, we believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. We are available to provide you a free professional second opinion regarding your money, no matter your life circumstances.
If you are experiencing a major life change, an investment decision, or would like to evaluate where you are without any pressure, we will be happy to have a conversation with you.
Many times, a career change, relocation, death, divorce, or retirement decision can benefit from an outside perspective. While “under the hood,” it may be helpful to reevaluate your overall goals and strategy in context of the new options you are facing.
How to Get a Second Opinion about Your Financial Plan
Our second opinion process often begins with a phone call with a CERTIFIED FINANCIAL PLANNER™ professional when we talk through your financial landscape.
We then measure your:
Returns - What have your returns been?
Risk - How much risk are you taking?
Taxes - What is the tax implication?
Costs - What are your investment costs?
From there, we will give you our thoughts on what we believe would be your best path forward.
Sometimes, we are not the right fit for people we meet, so we are committed to suggesting solutions in your best interest, which may include things you can work on without professional help, or other fee-only advisors who specialize in what you might need.
If we believe we can help, we will suggest a follow up meeting to explore that possibility.