Getting Started for Individuals

The FAI Wealth Management Guide to Getting Started

Creating a strategy for acquiring, managing, and distributing wealth doesn't happen over night. Although it happens over several years, our “Guide to Getting Started” will walk you through a process to ensure you have a solid foundation as you build your financial independence, and let you know what’s coming down the pike.

Simply download and print out a worksheet style version of our Guide to Getting Started to print out and have as your personal roadmap.

FAI Roadmap Cover

the journey to financial independence can seem overwhelming.

That’s why we created our “Guide to Getting Started” to help you through the process, serving as a roadmap so you know what to expect as we work together. We’ll be with you every step of the way — supporting when you need support, educating when you need education, and advising when you need advice.

Get Started Today!

Click Here to Download Now

other benefits you can expect from fai

Our Ongoing Conversation

At a minimum, we will meet face-to-face with you annually. However, we prefer more regular communication throughout the year, this keeps us informed about changes in your life and makes sure we are on the same page regarding goals and strategy. We will help to coordinate meetings with your attorney, accountant, or other professional.

Your Secure Online Portal

Client View is your very own online portal and document vault at FAI. Here, you’ll find details about your financial plan and your portfolio (updated weekly), as well as an archive of your historical quarterly reports and investment alerts. You can also use this to upload any documents to us in a secure way.

Staying Informed

In addition to our conversations throughout the year, we’ll share helpful information and resources such as:

  • Invitations to FAI Client Events such as our Town Hall Breakfasts
  • Monthly Investment Activity Reports
  • Special Investment Alerts addressing current market events
  • Links to Articles posted on our website
  • Financial Planning Updates which include timely information about tax, estate, insurance and other planning issues
  • FAI Office Announcements updating you about office closings, staff and other important news

Recent News

Recent News

How to Have Tough Conversations with Your Aging Loved Ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017 12:00:00 AM EDT
yesterday

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for ...

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

10/17/2017 12:00:00 AM EDT
6 days ago

Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...