At FAI, we believe you are a client for life. We want you to determine our planning and investment process is valuable and our partnership will be successful before you commit to pay our fee. Therefore, we developed a 6-Step process to get you started.
1. Initial Phone Call
In a 30-minute phone call, we’ll have the chance to make sure your situation matches our expertise. If we aren’t a good fit, we will gladly introduce you to a firm who is better suited to your needs.
2. Discovery Meeting
The goal of this meeting is to begin defining your priorities, concerns and unique financial situation. Our discussion, along with the specific documents we request, will guide our analysis.
3. Our Analysis
Our team will conduct an analysis and develop tactics personalized to your financial circumstances, needs and future goals.
4. Plan Outline Meeting
Here we offer actionable recommendations to enhance your current strategies towards your financial well-being and goals. You can implement these whether or not you decide to continue working with us.
5. Sleep On It
After getting to know us a bit better and receiving our recommendations, here are some questions to consider:
- Do I like/trust/respect the FAI team?
- Will the benefits FAI provides exceed the cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
6. Welcome Meeting
Here we will answer any remaining questions you have and if you are ready, we will start the process of making you a client for life. If you decide that it’s not a good fit, we will wish you all the best and every success.
