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PlanCHECK™

Are you aiming for the right level of risk and return?

Knowing what rate of return to aim for is the key to achieving both your short and long term financial goals – to do so, you need a sound financial plan. Second Opinion offers two financial planning packages to help you determine the right approach to your financial future:

 

Basic Financial Plan

Second Opinion’s Basic PlanCHECK™ service is suitable for most individuals and most situations. The main purpose is to estimate the average rate of return you need in order to reach your most important financial goals. Where appropriate, the plan will compare two different scenarios and address basic income tax and life insurance opportunities. It also includes a one or two page letter outlining a few details of your investment portfolio, including the current asset allocation and an estimate of total fees paid.

This service is included at no extra cost in our PortfolioCHECK™ service.

 

Comprehensive Financial Plan

Second Opinion’s Comprehensive PlanCHECK™ provides in-depth market analysis and recommendations for those who prefer a more detailed assessment and who wish to investigate a half dozen different financial planning scenarios.