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.

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

FAI 2019 First Quarter Investment Commentary Webinar

FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019 12:00:00 AM EST
3 weeks ago
Curt Gross, Chief of Investments Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer ...

Is An Accessory Dwelling Unit Right for Your Aging Parents?

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019 12:00:00 AM EST
3 weeks ago

Assisted living in your own back yard?

Ninety percent of seniors say they’d prefer to stay in their homes and age in place. But ...

Upcoming Events

Upcoming Events

Good Friday: FAI Office Closed

Good Friday: FAI Office Closed

4/19/2019 12:00:00 AM EDT
FAI's Office will be closed in observance for Good ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...