Comprehensive Financial Planning
We provide comprehensive financial planning services to individuals and families. When necessary, we will partner with a team of outside experts to deliver the highest quality advice to our Clients. The services include:
As part of the financial planning process, your Advisor develops specific recommendations addressing each of the above-listed areas. Once the recommendations are made, your Advisor will act as your personal financial power of attorney. A few examples include:
Our goal is to save the Client time and energy that it takes to manage their complex situation in order to focus more closely on matters that mean the most to them. During the first twelve months of service, as well as all ensuing years that we are retained, they are entitled to unlimited phone calls, meetings, and advice for their retainer fee. For the second and all subsequent years, retainer fees will be mutually agreed upon each year by the Client and Fayohne Advisors.
As an employee benefit to key individuals, employers can provide Investment Management Services offered by Fayohne. Fees paid by the Client can be negotiated, subject to minimums. The Client can select one or more investment strategies from Fayohne's Investment Management Service offerings.
A Client can contract with Fayohne on a one-time basis or an ongoing basis about their personal investments. Under this service, Fayohne does not manage any investments. The Client or their designee will make all final decisions relating to the purchase or sale of a particular security. It will also be the Client's or their designee’s responsibility to implement investment decisions.
Estate Planning Document Preparation
If a Client contracts with Fayohne for their personal financial planning services, they can also be provided with estate planning document preparation services. Fayohne has negotiated arrangements with various regional law firms on behalf of our Clients. Estate documents that could possibly be included in this arrangement are as follows:
Additionally, more advanced documents can be provided for special fees depending on the individual’s needs.