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How to Get Started

Is a collaborative partnership right for you?

Let’s work together. If delegating cumbersome investment management and complex financial analyses is on your to do list, you’ve come to the right place. Since we opened our doors in 1987, FAI Wealth Management has integrated world-class investment philosophies with highly personalized financial planning that takes into account each client’s life story. Our financial perspective is always presented in a friendly, down-to-earth manner that inspires trust and confidence.

We hope you’ll be a client for life. That’s why we want to ensure that your engagement will be the right fit for both of us. We spend a considerable about of time with you from the get-go, so you can determine if our analysis is valuable and our partnership is comfortable before you even pay our fee. FAI is dedicated to developing deep, long-term relationships built on trust and solid financial advice.

Take a 6-Step Test Drive

Ideally you are a client for life, so we want to make sure your engagement with FAI will be the right fit for both you and FAI. Therefore, we invest a considerable amount of time with you, delivering value before you commit to anything. We want you to determine our analysis is valuable and our partnership will be successful before you commit to pay our fee.

1. INITIAL PHONE CALL

Before committing your time, this 30-minute phone call will give us both a 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 get perfectly clear on your priorities, concerns, and unique financial situation. Our discussion, along with the specific documents we request, will guide our step three analysis. This is NOT a sales meeting.


3. OUR ANALYSIS

Our experienced Advisors will take a week or so to conduct a professional analysis and provide actionable recommendations you can implement whether you continue with us or not.

We look at questions such as:

  • How to achieve your goals?
  • Are you overpaying your taxes or insurance?
  • Can your portfolio be improved?
  • What are threats to your financial well-being?

4. PLAN OUTLINE MEETING

Here we offer actionable recommendations to enhance your current strategies and
to reduce risks we see to your financial well-being and goals.


5. SLEEP ON IT

Having been in business for more than 30 years, we are in no rush for you to make a decision. Please take the time 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. In other words, there is never a hard-sell or pressure to say yes.

While we’re proud of our combined 150+ years of industry experience, we’re even more fulfilled by the hundreds of families we serve.

Let's get started