Your future deserves a plan. Let’s start building it today
A secure future is built on a series of intentional wins. We partner with you to turn your years of hard work into a clear roadmap to financial independence.
What Should I Expect During My First Year?
At Fairway Planning, we believe in a clear, structured approach towards building your financial future. Once you decide to partner with us, our 30/60/90-day onboarding plan ensures a smooth, comprehensive start. Moving you from uncertainty to clear progress.
The First 90 Days: Building Your Financial Foundation
This initial phase is all about setting up your core financial infrastructure and crafting your personalized roadmap.
Days 1-30: Organization & Discovery
What We Do: We facilitate a comprehensive discovery of your financial life, helping you gather and organize key data and documents while we define your top priorities together.
Your Involvement: You’ll provide access to your financial data and share the “why” behind your goals
Key Outcome: We have organized your financial life and defined your top priorities so we can create your financial roadmap
Days 31-60: The Fairway Roadmap
What We Do: This is where your financial roadmap comes to life! We'll present your personalized, comprehensive plan, detailing strategies for retirement, investments, tax efficiency, and any specific goals (like college funding or managing stock compensation).
Your Involvement: You’ll join us to review the proposed strategy, provide feedback, and authorize us to move forward implementing your plan.
Key Outcome: We have answered your questions, adjusted the strategy to your feedback, and put your comprehensive financial plan into motion. You have a clear path to success with your new accounts set up and your specific goals funded.
Days 61-90: Protection & Optimization
What We Do: We review your broader financial safety nets, ensuring your employer benefits, insurance coverage, beneficiaries, and estate planning are coordinated and up-to-date.
Your Involvement: A quick check-in meeting to confirm all action items are progressing and to address any questions that arise.
Key Outcome: Your broader financial life is protected through a thorough review to mitigate risks that could derail your progress. We conclude this phase with a shared set of milestones to achieve in time for our six-month review.
The 6-Month Progress Review: Staying on Track
This dedicated meeting ensures your plan remains aligned with your evolving life and goals.
What We Do: We review your progress against the initial plan, update any goals or concerns, and hold ourselves accountable to the strategies put in place. We'll discuss any significant life changes or adjustments we need to make.
Your Involvement: An in-depth conversation to reflect on the past six months, adjust as needed, and confirm you're on track for ongoing success.
Key Outcome: Your financial strategy is reaffirmed or adjusted to reflect current circumstances, ensuring you continue moving confidently towards financial independence.
Beyond 6 Months: Our Ongoing Partnership
Your relationship with Fairway Planning is an ongoing journey. At the one-year mark (and annually thereafter), we'll engage in a comprehensive planning refresh to ensure your strategy evolves with your life. As your life changes through career transitions, family milestones, or shifts in the market, our partnership evolves to ensure your roadmap remains accurate and your momentum never stalls.
How Do I Get Started?
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