Second Opinion Review
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Which of these best describes you?
I already work with an advisor
You want an independent, agnostic read on what you’ve been given, shown, and told. From this conversation, you want to understand how your values are being supported by the financial advice you’ve been given. You’d also like to know how your dreams for all future seasons are being reinforced. Select this to schedule your review.
I have been managing it myself
You built your own plan and want a professional to pressure-test it before you commit to the next season of life and the decisions that follow. Select this to schedule your review.
A Fresh Perspective on Your Financial Plan
Sometimes the most valuable step you can take is simply to pause and ask, “Am I on the right track?”
Our Second Opinion Review provides an objective, thoughtful evaluation of your current financial strategy.
A Fresh Perspective with Greater Clarity
A Second Opinion Review is designed to help individuals and families evaluate whether their current financial strategy is truly aligned with their goals, values, and long-term priorities. Over time, financial plans can become fragmented, outdated, or overly complex as life circumstances change. Investment allocations may no longer reflect risk tolerance, retirement strategies may need refinement, and tax or estate considerations may have evolved. A second opinion provides an objective review of the overall strategy to uncover potential gaps, inefficiencies, or missed opportunities that may otherwise go unnoticed.
At Awaken Wealth Partners, we believe a second opinion is not about criticism—it’s about clarity and confidence. Our process is thoughtful, collaborative, and centered on helping clients better understand how all aspects of their financial life are working together. We evaluate your current approach through a comprehensive lens, helping you identify strengths while also offering recommendations that may improve alignment, efficiency, and long-term outcomes. Whether you are seeking reassurance or considering a change in direction, a second opinion can provide valuable insight and peace of mind.
Core Pillars
Clarity
Gain a deeper understanding of your current financial strategy and how it supports your goals.
Alignment
Ensure your investments, planning, and decisions reflect your present priorities and future vision.
Confidence
Move forward with greater peace of mind knowing your strategy has been thoughtfully evaluated.
The Rationale
Why This Matters
Identify Blind Spots
Even well-built plans can miss important details.
Gain Confidence in Your Direction
Clarity helps you move forward with peace of mind.
Ensure Alignment with Your Goals
Your plan should reflect your current life—not where you were years ago.
The Methodology
Our Process
Discover & Understand
We review your current plan, accounts, and goals.
Evaluate & Analyze
We assess strengths, gaps, and potential risks.
Clarify & Recommend
We provide clear, actionable insights.
Discuss Next Steps
You decide how you’d like to move forward.
WHAT TO EXPECT
How the Second Opinion Review Works
Seven Key Questions
We start with seven focused questions about your goals, timeline, risk tolerance, income needs, and legacy intentions.
Five Key Data Sets
We request five sets of information — current statements, most recent tax return, insurance summary, estate documents, and your existing plan.
A One-Hour Meeting
Your review includes a full one-hour meeting where we walk you through our agnostic, comprehensive, proprietary analysis of what we see.
Your Investment & Your ROI
Cost is $1,500.What that includes:
- Your plans are invaluable and time is irreplaceable.
- We spend several hours combing through the information you provide.
- You receive thoughtful, prescriptive advice that you can take with you.
- Your ROI is in the minutia and the steps we provide.
- Additional time for follow-up, execution, or continued advice is billed at $300 per hour.
FAQs
What is a Second Opinion Review?
A Second Opinion Review is an objective evaluation of your current financial plan, investment strategy, or overall wealth approach. We help identify strengths, potential gaps, and opportunities for improvement.
Why should I get a second opinion on my financial plan?
Even well-constructed plans can become outdated as your life, goals, and market conditions evolve. A second opinion can provide clarity, reassurance, and fresh insight.
Does getting a second opinion mean I need to change advisors?
Not at all. Many clients simply want confirmation that they’re on the right path. Our goal is to provide thoughtful insight—not pressure you into making changes.
What areas do you review?
We may review:
- Investment portfolios
- Retirement planning
- Risk management
- Tax efficiency
- Estate and legacy considerations
- Overall financial alignment
How long does the review process take?
The timeline varies depending on complexity, but most reviews can be completed within a few weeks after receiving the necessary information.
Is the review personalized to my goals?
Yes. Every recommendation is based on your personal goals, values, priorities, and current financial situation.
What happens after the review?
We walk you through our findings, answer your questions, and discuss possible next steps. From there, you decide how you’d like to move forward.
Let’s Take a Closer Look Together
A second opinion can bring clarity you didn’t realize you needed.