Our comprehensive planning process starts with you. We begin with a holistic exploration of your financial situation and work with you to discover your personal goals, objectives and priorities. We then summarize our data collection and analysis in consultation with your other professional advisors. Finally, we design a plan in direct collaboration with you that best fits your view towards achievable wealth.
Through many years of financial planning experience, we have refined comprehensive methods to examine all aspects of your circumstances. We look at your situation from a cross-disciplinary perspective, focusing on legal, accounting, entrepreneurial needs, executive benefits, tax efficiency, trust and estate review, and more...across the board! Our relationship with our clients is an evolving process. We recognize that all clients are unique, and their lives are not static. We are proactive in our approach to frequently revew and implement changes wherever and whenever they may lead to improved outcomes.
We are registered representatives of Lincoln Financial Advisors (LFA), a member of Lincoln Financial Group. This allows FairView Financial Advisors to implement a team approach with access to the LFA National Planning Team. This pool of intellectual capital provides expertise in all areas of a client’s comprehensive planning needs.