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.
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