Michels Family Financial Second-Opinion Service
Exclusively for friends, family and associates of our valued clients
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 achieve 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 Michels Family Financial.
Working with a team that redefines wealth management
Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Michels Family Financial. however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
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 achieve them. As a valued client, you will recognize the process you have experienced with us.
Full client experience
What to expect from our second-opinion service
Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost. We will meet in an Exploratory Call to assess their overall financial situation and whether we would be a good fit for helping them achieve their financial goals. Assuming that we are, we would move to the Discovery Meeting, where we will create a Total Client Profile of key aspects of their finances and their lives.
In the Initial Findings Meeting, we will present a preliminary financial analysis. Hopefully, we can confirm they are on track to achieving their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if appropriate. Either way, they will receive a Total Client Profile and our initial findings on their current situation.
