Not sure if you saved enough for retirement?
Unsure about when you can retire?
Ready to launch your “second act” business or career?
Want to understand your personal financial management options?
Do your current investments result in higher year-end taxes than you anticipated?
Fairlight guides families and individuals through the complexities of a personal financial management plan so you can focus on your life’s passion.
Personal Financial Planning
We provide financial planning and investment management for individuals and families. At Fairlight, we walk you through a personal financial management plan to assess your current situation and time horizon to meet your financial goals, whether it is preparing for retirement, a second-act business venture, or a major life shift.
Step 1: Review and assess current financials and determine goals.
Step 2: Budget and savings planning and audit of existing investments.
Step 3: Investment allocation and portfolio recommendations.
