{"id":6625,"date":"2023-02-17T21:52:40","date_gmt":"2023-02-17T21:52:40","guid":{"rendered":"https:\/\/2025mcmwebsite.com\/?page_id=6625"},"modified":"2024-03-20T21:54:16","modified_gmt":"2024-03-20T21:54:16","slug":"portfolio-second-opinion-meeting-scheduler","status":"publish","type":"page","link":"https:\/\/www.2025mcmwebsite.com\/index.php\/portfolio-second-opinion-meeting-scheduler\/","title":{"rendered":"Portfolio Second Opinion Meeting Scheduler"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"6625\" class=\"elementor elementor-6625\" data-elementor-settings=\"{&quot;element_pack_global_tooltip_width&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_padding&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true}}\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7def1e2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7def1e2\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-10def5b\" data-id=\"10def5b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-dc5d7f6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"dc5d7f6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-4865810\" data-id=\"4865810\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fa9b52d elementor-widget elementor-widget-text-editor\" data-id=\"fa9b52d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p style=\"text-align: center;\">We Are\u00a0<span style=\"color: var( --e-global-color-59840b4 );\">Second-Opinion\u00a0<\/span><\/p><p style=\"text-align: center;\"><span style=\"color: var( --e-global-color-59840b4 );\">Portfolio Specialists<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-16a4f69 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"16a4f69\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7598e2a\" data-id=\"7598e2a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-74784a2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"74784a2\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-c95ad4e\" data-id=\"c95ad4e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-3741596 elementor-widget elementor-widget-text-editor\" data-id=\"3741596\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Schedule A Meeting With Our Founder, Geoff Hakim, CFP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-861ef94 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"861ef94\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a783e0e\" data-id=\"a783e0e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-42976cf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"42976cf\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-6299276\" data-id=\"6299276\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9823347 elementor-widget elementor-widget-heading\" data-id=\"9823347\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 1<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-719f000f elementor-widget elementor-widget-heading\" data-id=\"719f000f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Take Our Short Qualifying Profiler\n\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f847094 elementor-button-align-stretch elementor-widget elementor-widget-global elementor-global-7431 elementor-widget-form\" data-id=\"f847094\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;step_next_label&quot;:&quot;Next&quot;,&quot;step_previous_label&quot;:&quot;Previous&quot;,&quot;button_width&quot;:&quot;100&quot;,&quot;step_type&quot;:&quot;number_text&quot;,&quot;step_icon_shape&quot;:&quot;circle&quot;}\" data-widget_type=\"form.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<form class=\"elementor-form\" method=\"post\" id=\"second_opinion\" name=\"Second Opinion\" aria-label=\"Second Opinion\">\n\t\t\t<input type=\"hidden\" name=\"post_id\" value=\"6625\"\/>\n\t\t\t<input type=\"hidden\" name=\"form_id\" value=\"f847094\"\/>\n\t\t\t<input type=\"hidden\" name=\"referer_title\" value=\"\" \/>\n\n\t\t\t\n\t\t\t<div class=\"elementor-form-fields-wrapper elementor-labels-above\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-text elementor-field-group elementor-column elementor-field-group-name elementor-col-100 elementor-field-required elementor-mark-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-name\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tFirst Name\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"text\" name=\"form_fields[name]\" id=\"form-field-name\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" placeholder=\"First Name\" required=\"required\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_f4919d7 elementor-col-100 elementor-field-required elementor-mark-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_f4919d7\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tLast Name\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"text\" name=\"form_fields[field_f4919d7]\" id=\"form-field-field_f4919d7\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" placeholder=\"Last Name\" required=\"required\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-email elementor-field-group elementor-column elementor-field-group-email elementor-col-100 elementor-field-required elementor-mark-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-email\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tEmail\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"email\" name=\"form_fields[email]\" id=\"form-field-email\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" placeholder=\"Email\" required=\"required\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-radio elementor-field-group elementor-column elementor-field-group-field_30d20ac elementor-col-100 elementor-field-required elementor-mark-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_30d20ac\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tSelect the size of your investable portfolio.\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"radio\" value=\"&lt;=$1 million\" id=\"form-field-field_30d20ac-0\" name=\"form_fields[field_30d20ac]\" required=\"required\"> <label for=\"form-field-field_30d20ac-0\"><=$1 million<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"&gt;$1 million and &lt;=$2 million\" id=\"form-field-field_30d20ac-1\" name=\"form_fields[field_30d20ac]\" required=\"required\"> <label for=\"form-field-field_30d20ac-1\">>$1 million and <=$2 million<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"&gt;$2 million and &lt;=$5 million\" id=\"form-field-field_30d20ac-2\" name=\"form_fields[field_30d20ac]\" required=\"required\"> <label for=\"form-field-field_30d20ac-2\">>$2 million and <=$5 million<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"&gt;$5 million and &lt;=$10 million\" id=\"form-field-field_30d20ac-3\" name=\"form_fields[field_30d20ac]\" required=\"required\"> <label for=\"form-field-field_30d20ac-3\">>$5 million and <=$10 million<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"&gt;$10 million\" id=\"form-field-field_30d20ac-4\" name=\"form_fields[field_30d20ac]\" required=\"required\"> <label for=\"form-field-field_30d20ac-4\">>$10 million<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-radio elementor-field-group elementor-column elementor-field-group-field_ffd9af0 elementor-col-100 elementor-field-required elementor-mark-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_ffd9af0\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tRate your anxiety about your wealth.\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  elementor-subgroup-inline\"><span class=\"elementor-field-option\"><input type=\"radio\" value=\"My losses in 2022 really scared me.\" id=\"form-field-field_ffd9af0-0\" name=\"form_fields[field_ffd9af0]\" required=\"required\"> <label for=\"form-field-field_ffd9af0-0\">My losses in 2022 really scared me.<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"Investing has become more complex and uncertain.\" id=\"form-field-field_ffd9af0-1\" name=\"form_fields[field_ffd9af0]\" required=\"required\"> <label for=\"form-field-field_ffd9af0-1\">Investing has become more complex and uncertain.<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"I have a plan but am uneasy how it&#039;s working.\" id=\"form-field-field_ffd9af0-2\" name=\"form_fields[field_ffd9af0]\" required=\"required\"> <label for=\"form-field-field_ffd9af0-2\">I have a plan but am uneasy how it's working.<\/label><\/span><span class=\"elementor-field-option\"><input type=\"radio\" value=\"I have a plan and I&#039;m on track but want to learn about new ideas.\" id=\"form-field-field_ffd9af0-3\" name=\"form_fields[field_ffd9af0]\" required=\"required\"> <label for=\"form-field-field_ffd9af0-3\">I have a plan and I'm on track but want to learn about new ideas.<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_33def27 elementor-col-100\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_33def27\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tSelect one or more issues to discuss.\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  elementor-subgroup-inline\"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"How can I protect my wealth from losses?\" id=\"form-field-field_33def27-0\" name=\"form_fields[field_33def27][]\"> <label for=\"form-field-field_33def27-0\">How can I protect my wealth from losses?<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"How can I minimize my taxes?\" id=\"form-field-field_33def27-1\" name=\"form_fields[field_33def27][]\"> <label for=\"form-field-field_33def27-1\">How can I minimize my taxes?<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"How can I secure more income for retirement?\" id=\"form-field-field_33def27-2\" name=\"form_fields[field_33def27][]\"> <label for=\"form-field-field_33def27-2\">How can I secure more income for retirement?<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"What approaches can I take to protect my assets?\" id=\"form-field-field_33def27-3\" name=\"form_fields[field_33def27][]\"> <label for=\"form-field-field_33def27-3\">What approaches can I take to protect my assets?<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-textarea elementor-field-group elementor-column elementor-field-group-message elementor-col-100\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-message\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tWhat else would you like to tell us?\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<textarea class=\"elementor-field-textual elementor-field  elementor-size-sm\" name=\"form_fields[message]\" id=\"form-field-message\" rows=\"4\" placeholder=\"Message\"><\/textarea>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-group elementor-column elementor-field-type-submit elementor-col-100 e-form__buttons\">\n\t\t\t\t\t<button class=\"elementor-button elementor-size-sm\" type=\"submit\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Submit Your Profile to Geoff<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/button>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/form>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-dbe0a8a\" data-id=\"dbe0a8a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2f16bf0 elementor-widget elementor-widget-heading\" data-id=\"2f16bf0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 2<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-515d6db elementor-widget elementor-widget-heading\" data-id=\"515d6db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Schedule Time<br> with Geoff<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93b76e9 elementor-widget elementor-widget-bdt-iframe\" data-id=\"93b76e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"bdt-iframe.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"bdt-device-container\">\n\t\t\t<div class=\"bdt-iframe bdt-device-\">\n\t\t\t\t<iframe class=\"bdt-lazyload\" 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Geoff<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_theme","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-6625","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"We Are Second-Opinion Portfolio Specialists Schedule A Meeting With Our Founder, Geoff Hakim, CFP Step 1 Take Our Short Qualifying Profiler First Name Last Name Email Select the size of your investable portfolio. $1 million and $2 million and $5 million and $10 million Rate your anxiety about your wealth. 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