318 West Adams Street
You probably don’t realize the person who gave you my name really cares about you!
Let me explain, this is a complimentary service we offer our best clients, and we call it our Second-Opinion Offer, although many clients also call it “The Stress Test.”
With everything going on Socially, Politically, and Economically, this service is intended to help the people our clients really care about: family members, friends, and colleagues, who may be in a complex situation or just want to make sure they are making informed decisions in today’s environment.
I will help you to take part in this service and offer you a fresh perspective on your finances.
Everything starts when you book a 15 min conversation, which most of the time runs for less than 20 min; but I will build in a buffer, just in case. I am looking to get an idea of the reason why you are looking for more clarity in your situation (a second opinion).
In addition, in this short 15 min conversation I will describe our Total Client Profile, and IF you would like to benefit from it, we will schedule time for our Discovery Session, and answer any questions you may have before we begin.
As I mentioned earlier, this is a service we only offer to our best existing clients, because it's time intensive, AND it will be completely free to you.
The Discovery Session is 90 minutes long and we will cover seven areas which we use to help us address the main 5 key concerns our clients have, in addition to help mitigate 4 major risks. Also, we work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them. We look at where you are, where you’d like to be, and identify any gaps. We will evaluate whether your current providers are doing a good job, and if so, we’ll let you know. We only take on a limited number of clients for whom we can make a significant impact; but if we are the right team for you, we’ll let you know. If we’re not, we’ll connect you to someone else who can take good care of you.
I would like to welcome you to this journey, and if you are ready, go ahead and book the introductory session in my calendar. But please, in the notes and as a favor, let me know the name of the client who was kind enough to share this link with you.
I look forward to connecting with you!