We Provide Comprehensive Advice for Every Chapter of Your Life.
Discussing your needs and goals in detail helps us know what matters most to you and enables us to plan more effectively. We start by asking a lot of questions and gathering information. We look at your assets, liabilities, income, expenses, and cash flow to ensure we understand your full financial picture. We can also provide guidance on insurance, account titling, estate plans, retirement plans, education funding, and charitable giving as needed.
Wealth Planning Overview
Wealth planning is complex and unique to every family. We can guide you in considering questions and addressing concerns that help your family reach its goals.
Once we understand the details of your financial situation, we utilize dynamic financial planning software to develop personalized financial plans. Our planning process considers all your assets, not just what we are managing.
We incorporate realistic scenarios to help guide your financial decisions and we stress test those scenarios using different market return assumptions.
With your involvement, we can securely aggregate all of your financial data, providing exceptional transparency into your complete financial picture on a real-time basis.
Be as involved as you want to be
Since you have access to the financial planning software through your personal planning portal, you can be actively involved in updating your information, reviewing scenarios, and accessing detailed reports, if you’d like.
While some of our clients prefer to get “into the details,” others prefer to see only the “big picture.” Either way, we will be in regular communication with you to make sure your questions are answered.
Client peace of mind
As a result of our financial planning process, you will possess greater insight into your current financial circumstances, be able to see how your decisions may impact outcomes, and have a better understanding of your financial future.
Online Financial Planning Insights*
* Example reports for illustration only. Clients' actual reports will be different. In preparing this material, Fairview Capital has not taken into account the investment objectives, financial situation, or particular needs of any individual investor. All securities carry investment risk, including a risk of loss of principal, and many securities investments are not suitable for all investors.