Book an Appointment
Set up a consultation with one of our experts waiting to assist you.
Choose an Appointment Type
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.
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.
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).
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.
We will discuss the needs of your business. Be prepared to discuss the purpose of this loan request.
We will discuss your business and identify the FAIRWINDS account(s) best suited to meet your needs.