Questions we hear a lot
If your solution is so straightforward, why do I need you?
Setting up your finances is critical for your future. Our advice is straightforward but not simple. Anyone can do it but not everyone wants to do it or has the discipline to do it.
If you have the time and temperament, there is no need for an advisor but if you don’t, it might help you to have industry experts create a plan for you and regularly act on it.
Is that really it?
What makes you different?
There are so many advisors out there, it’s hard to decide what makes one different from the other. Two criteria you can use to compare apples to apples are education and experience. If you look for other advisors who are MIT educated with significant business experience and minimal sales experience, you’ll reduce the field to one – Fair Advisors.