A.        Free Book

We were excited  to write the Foreword for Bill Bachrach's book Values-Based Financial Planning. Bill is a well-known relationship coach for financial professionals. The book is written for clients not their advisors. As long as supply lasts, we will mail the book to you. Either complete the "Get in Touch" section on our "Contact" page, send a mailed request or simply call our office. If we have no more books, your information will not be kept.

B.        Complimentary Second Opinion

We will provide a written, complimentary, second opinion of your current financial planning strategy. Our analysis involves a 21 Point Checklist. The process requires two or three face-to-face meetings. Please complete the section "Get In Touch" on our "Contact" page on this website. 

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