In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth families would value a second opinion on their finances.
To help the people you care about pursue their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of Bishop Financial Advisors.
Our consultative process
We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help address them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.
What to expect from our second-opinion service
We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.