Badii Group Private Wealth Management
Second-Opinion Service Exclusively for friends, family and associates of our valued clients
In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.
In order to help the people you care about achieve their financial goals, we have created a complimentary second-opinion service. We help the people taking part in this service to make informed decisions by providing them with a second opinion on their finances. We will take them through the same experience that our clients had with us.
We start with our discovery process to get very clear on where they are now, where they want to go and what the gaps are. Then we’ll evaluate whether their current financial advisors are taking good care of them. If they are, we’ll recommend that they stay with their current advisors. If not, we’ll evaluate whether we would be the right advisors. As you know, we limit our practice to people for whom we can make a major impact. If we’re not the right advisors for them, we promise to point them in the direction of the right solutions.
Here is what our second-opinion service offers…
Working with a team that redefines wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Badii Group Private Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Our consultative process
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our complimentary second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.
What to expect from our second-opinion service
We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.
Let us help you help those you care about. Contact Badii Group PWM today.