We believe that financial planning
is the key to understanding
your needs
Clients often come to us having completed their first summit in amassing wealth.
But as account balances grow significantly, complexity also increases.
New challenges and opportunities arise.
The stakes are larger, and there’s more at risk.
At Second Summit, we strive to ensure the route is well planned for the next phase of your personal journey.
Your route
Building financial wealth
Considering a career pivot
Experiencing sudden wealth
(money from an inheritance, an IPO, the sale of business, a divorce, winning the lottery, a professional athletic career)Embarking on family planning
Navigating equity compensation
Becoming work optional
Increasing community involvement and leaving a legacy
Retiring
Navigating through major life transitions
Your goals
Creating and maintaining good financial habits
Becoming financially independent
(understanding what is “your number”)Aligning on financial goals with your partner
Developing an optimal investment strategy
Building a compensation strategy
(including equity and options)Starting a new business
Achieving better work/life balance or becoming work-optional
Supporting dependents (both young and old)
Saving and funding for education needs
Financially educating the next generation
