Working with Us
We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the four key areas of retirement success.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want to to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Step 1- First Office Meeting or Telephone/Virtual Meeting
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to gain clarity around your goals, concerns and unique financial situation
Your answers to our questions, along with the documents we will request will quide our analysis, which will result in plain-English answers to four critical questions.
Step 2 - Our Analysis
We will apply our expertise and understanding of who you are to analyze your situation to answer four critical questions for you:
Can you afford to retire?
Are you overpaying your taxes?
Can your portfolio be improved?
Can you eliminate, or at least reduce, threats to your retirement
Step 3 - Second Office Meeting
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see, in real dollars how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to think about it.
Step 4 - Think about it
Having been in business for more than 18 years, we are in no rush for you to make a decision. Prior to deciding where we should work together, you will want to answer the following questions:
Do I like/trust/respect the team at Fairchild Capital?
Will the benefits they provide exceed their cost?
Do I understand and agree with their planning and investment philosophy?
Do their recommendations make sense to me?
Step 5 - Third Meeting - Getting Started
During this meeting, we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.