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How We Can Help

Our process is designed to help you make an informed decision about working together

Learning our process will give you a framework for evaluating us and other firms you might be considering.

Introductory Call

A 15-minute phone call to get to know one another and make sure our expertise matches your situation. If we aren't the best fit for you, we will make sure to introduce you to a firm who is better suited to your needs.

Our Analysis

We apply our expertise and understanding of who you are to analyze your situation to answer three critical questions for you:

  1. Are you on track to reach your long-term goals?
  2. How can your tax bill be reduced?
  3. How can your investments be improved?

Think About It

We are interested in forming a long-term client relationship. To that end, we want you to feel completely comfortable with your decision to partner with us, so it's important that you take as much time as needed to make a decision.

Prior to deciding whether we should work together, you'll want to consider the following questions:

  • Do I like, trust, and respect the team at Fairpoint?
  • Will the benefits they provide exceed the cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?


How Do I Know If I'm a Good Fit?

We deliver the greatest value when we focus on complex situations that require our expertise.

Our typical clients are:

Stock-compensated employees, directors, and executives who are eager to delegate to an expert advisor and simplify their family finances
Diligent savers within 5-10 years of retirement who have accumulated $500,000 or more of investment assets
People who value expert guidance and understand that the success of their retirement is too important to manage on their own