Take advantage of our Second Opinion Service (S.O.S.), a no-cost or obligation two-meeting in-depth review including recommendations on how best to move forward to achieve all that is most important to you.
Following the S.O.S. process, one of three things will happen:
- We’ll confirm your finances are aligned with your goals. You may wish to retain your current advisor or self-managed approach as part of your Life Plan.
- We’ll find out if you could benefit from other resources. In that case, we will provide the appropriate referrals* to help you fulfill your Life Plan.
- We’ll see how Robertson Stephens can help you. We will then design your Life Plan, overcoming obstacles and bringing your dreams to life!
*Referrals are non-compensated.
