Book an Appointment

Set up a consultation with one of our experts waiting to assist you.

Meeting with a financial advisor.

Choose an Appointment Type

New Personal Accounts

Schedule an appointment to discuss your finances and identify the right accounts for you. Please have a valid state or government ID, social security number, and funding for your new accounts ready prior to the meeting.

Auto Loans

Prior to your appointment, please gather the last 30 days of pay stubs (or 2 years of tax returns if self-employed). If refinancing, also supply the VIN number, mileage, and loan account details (e.g. account number, lender, and balance).


For a new home purchase, we will discuss your payment budget and current savings. To save money on your current loan, bring your mortgage statement and remaining payments for evaluation.

Home Equity Consultation

Please bring the last 30 days of pay stubs, a copy of your homeowner's insurance policy, and the past 2 years of W-2s (or tax returns if self-employed).

Wealth Management

During this phone appointment, we will get an understanding of your wealth management needs. We will answer your general questions and provide the next steps that best fit your situation.

Business Loan

We will discuss the needs of your business. Be prepared to discuss the purpose of this loan request.

New Business Account

We will discuss your business and identify the FAIRWINDS account(s) best suited to meet your needs.