Wealth Advisor Appointment Guide

Ready to meet with an advisor? This guide will help you prepare.

Schedule an Appointment
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What to Expect

During your appointment, we will aim to understand your wealth management needs and provide answers to any general questions you may have. We will then suggest the best possible next steps that fit your specific situation. Based on our discussion, we will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors, who are available through CUSO Financial Services, L.P.*, would be appropriate, and if so, we will schedule the appointment at a date and time that is most convenient for you.

What We'll Discuss

  • Your current financial condition

  • Current savings and investments

  • Expenses

  • Retirement goals

  • Insurance coverages