Thank you from Fair Planet Advisors

First off thank you for taking the initial step of scheduling a meeting. Ultimately together we can produce a customized values-based investment plan to meet your goals and dreams in addition to our comprehensive financial planning. Next, we need to know a bit more about you, so take a moment to share by answering questions about yourself and your future objectives. There are no wrong answers, this just helps us to get to know you a little better. Be sure to request a consultation on the last screen so that together, we can build a plan to help you get there. Once you have requested your consultation we can enable your personalized encrypted web interface to link accounts, upload statements, wills, medical directives, etc. So watch for that next email from us to invite you to establish your new User ID and Password. We look forward to meeting you! Dave & Michelina Roth, Co-Founders

To start your investment plan, we just need to know a couple things about you:

Next Steps

Choose a goal to see where you stand

Identify a strategy to improve

Request a consultation

Laptop displaying financial planning website

Tablet displaying mobile-friendly financial planning website

Stay on track

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal. Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances