✅ Thanks for Booking Your Strategy Session

We are looking forward to connecting with you.

To make the most of our time together, please review the information below and come prepared with anything that feels relevant to your situation. This session is designed to be conversational, practical, and focused on what matters most to you.

What to Bring

• Your completed financial questionnaire (click to download)
  This helps us understand your situation before we meet.
• Financial questions and supporting documents
  Examples include retirement accounts, investment statements, pensions, or insurance policies.
• Social Security statements, if applicable
• Topics you would like to discuss
  Common examples include retirement income planning, tax strategies, long term care planning, or legacy goals.

What’s Next

📧 Check your inbox: You will receive a confirmation email with the date and time.

📅 Add it to your calendar: We will also send a reminder so you do not miss it.

🙋 Questions before we meet? Reach out anytime at info@fairwayfinancialpartners.com.

Thanks again for trusting us with your time. We look forward to meeting you.