At Fair Wealth Management we go beyond the Net Worth Statement and do a full discovery of what is important to you.
We then gather the pertinent details based on our initial conversation and review for solutions.
If our information is complete, we begin the evaluation of your scenario. Tailored for you.
We seek to become a trusted advisor and assist you in making the next decision, to achieve your goals.
Once the goals, milestones and suitability are assessed we implement the plan.
We review on an annual or semi-annual basis depending on your needs. We prive ourselves in white glove, boutique service.