We take the time to listen to you and learn what your needs and dreams are first before offering any "solutions." You have a chance to share your story and tell us where you are now and where you hope to be in the future. At Fair Trust Financial, we follow a structured step by step financial planning process which includes:
Establishing a relationship between the client and financial planner to determine if it is a good fit to work together
Gathering necessary data and personal information
Analyze client's financial situation based on interviews and data gathered
Develop a financial plan
Implement client's financial plan
Monitor client's financial plan and make any necessary changes when needed
Our financial planning process ensures that at a minimum we have an annual in-person meeting to ensure that you are staying on track and progressing towards your desired goals.
Remember, you are a person, not a number. Everyone's situation is unique. Don't make the mistake of listening to the wrong people giving you advice. What works for your neighbor or brother in law may not necessarily work for your situation. Fair Trust Financial will be your objective third party in helping you achieve your financial goals.
Our services are advisory and we don't push or sell products. As your advisor, our role is to provide financial advice that fits your personal goals.
To learn more about how I can help you pursue your financial goals, request a free Discovery Meeting Consultation.