SECOND OPINION
Fiduciary Advisors. Serving Bend, Chicago, and Ann Arbor.
Costello Financial Planning’s complementary discovery process provides you with a clear understanding of your current situation and specific recommendations to reach your goals. Whether you’re in Bend, the greater Chicago region, Ann Arbor, or in any of the surrounding communities, we can offer you sound financial advice to help you build a more secure future.
Formulating a good plan is very important to your financial health, just like an accurate diagnosis is important in addressing a serious medical issue. For something as serious as your finances, it is a good idea to follow a process known to work, regardless of your background or current financial picture. Our belief is that just like any health plan, your financial plan should also be examined and evaluated carefully. This is why we have designed our three-stage Second Opinion process:
1. UNDERSTANDING YOU
We conduct an in-depth discovery meeting to organize where you are now, where you want to go in the future and discover what is important to you. We illustrate this process with a Mind Map report.
2. TEST BEFORE YOU INVEST
We give you the opportunity to see how we work by providing analysis before you become a client.
Understand Your Risk Number
Portfolio Review
Quick WIns
- Goals
- Financial Plan
- Asset Allocation
- Investment Strategies
3. BECOME A CLIENT
CFP commits to act as a fiduciary by providing conflict-free advice, guidance, and partnership. While clients can leave at any time, they tend to refer their family, friends, and colleagues. The first step in the process is to schedule a call with us by clicking below.
