At LifeStone Wealth Management, we know you want to make smart decisions with your money. In order to do that, you need a fresh look at your finances. The problem is you are not sure you have the right advisor for your unique situation, and that can make you feel uncertain about the future. We believe you should have confidence in the advisor you work with. We understand what it's like to wonder if you are making the best decisions for yourself and those you love.
That's why we’ve helped hundreds of dentists, business owners, and entrepreneurs with our Second Opinion Service.
Here’s how it works. First, in your discovery meeting, we look at where you are and where you'd like to be and identify any gaps, then, in the investment plan meeting, we'll help you understand some great ways you might close those gaps so nothing falls through, lastly, if it makes sense to work together, we will help you achieve all that's important to you and your family.
To get started, schedule a phone call, so we can help you avoid financial blind spots & instead, enjoy making progress on your most important financial goals.