FocusYOU phone numbers: Foster City and Santa Rosa

 

How confident are you about the financial direction that you are heading? 
 How uneasy are about your investments? 

 

Most people have little confidence about their financial direction. And most people over 40 feel that “This is my last chance to get it right. I cannot afford any mistakes.”

A Financial Second Opinion may be what you want when you don't feel confident or comfortable with/about your current financial direction. A second opinion from us lets you access our independent, empirically-validated scientific approach to financial planning, retirement and investing.

 

A Financial Second Opinion Increases Confidence

When it comes to your health, most physicians encourage second and even third opinions to confirm a medical treatment is best for you. Sometimes a second opinion offers an alternative course of action to serve you better.

The same is true for your financial life, money and investments. If your financial plan or investments haven’t been reviewed in the last 12-24 months, we recommend a Financial Second Opinion from FocusYOU. Your current strategy and structure may be taking you off course and away from achieving your goals. Don’t you think’s best to find out sooner rather than before it's too late?
What does our Financial Second Opinion offer you?

  • Assessment of your financial big picture by a Certified Financial Planner™ (CFP®) professional.
  • Identification of any financial gaps in your planning.
  • A plain-English, fact-based analysis of your portfolio’s effectiveness, individual holdings and risk preferences.
  • Evaluation of your investment management services, reporting and fees.
  • Review of your personal insurance coverage (i.e., disability, life and long-term care).
  • Generation of key recommendations for future financial planning decisions.
  • Clarification and validation about your next steps

As a fiduciary financial planner, we offer you the detailed Financial Second Opinion for a one-time investment or project fee.  (See our financial planning services for more information).


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After you receive your Financial Second Opinion, including the analysis, reports and recommendations, you are under no obligation to continue working with us. You are FREE TO TAKE our findings and IMPLEMENT them with your CURRENT advisor.

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If you are open to making changes, but just aren’t sure of what changes to make, 
take Action Today.  Schedule your complimentary Engineering Financial Peace of Mind Strategy Session to discuss a Financial Second Opinion for you and your family.  Call 650-684-1199 or 707-282-3700 or email This email address is being protected from spambots. You need JavaScript enabled to view it.  now.