In today’s confusing and highly volatile global economic reality, you are very likely to have a client or colleague who needs help with a complex situation or lacks complete confidence in his or her current financial professional – it’s more common than ever before. Like all important decisions and responsibilities that we manage, a second opinion may provide increased confidence and peace of mind.
With the hope of adding even more value to our professional relationship with you, we are pleased to announce that we have created an offering for you and other professional partners of Wealth Impact Partners. We call this our Second-Opinion Assessment. This resource is designed for you to share with your clients and others whom you believe may be able to benefit. By leveraging this offering, you will be giving others access to our wealth management expertise and guidance – but at no initial cost or obligation to them.
Our Consultative Approach
We approach each new engagement with a 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 professional partner, you might recognize our five step process. Through our Second-Opinion Assessment, your clients and associates can enjoy a portion of this at no cost.
Working with a Team that Redefines Wealth Management
Ask ten investors or “wealth managers” to define wealth management and you will almost certainly get ten different answers, with most focusing only on investing. As a professional partner of Wealth Impact Partners, you are familiar with our skilled team of professional partners and our clear and comprehensive approach to wealth management.
What to Expect from our Second-Opinion Assessment
We will meet with your clients and associates for an Assessment Meeting. Hopefully we are able to encourage them that they are on track to fulfill their values and achieve their goals with their current financial provider. If, however, we think we can help, we will instead suggest a second Proposal Meeting. In this meeting, we will review a personal Value Summary Proposal for their situation, in which we will suggest tangible ways that we can help. If we ultimately both agree that we have a basis for working together, they may elect to engage us for our LifePrint Planning Process. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.
Offering the Advantage of Our Proprietary Services
If you or someone you know could benefit from our Second-Opinion Assessment, please call (781) 489-9800 or fill out the form below.
ARE YOU READY TO GET STARTED? CONTACT US TODAY!
Wealth Impact Partners
175 Highland Avenue
Suite 401 Needham, MA 02494
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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