What happens after you reach out?

Step 1 of 5: Introductory call

By phone. We call you.

An initial 30-minute call. We tell you more about what it is like to work with Fauchard Investments, what it means when we say we are fee-only, and how our hands-on investment management, savings approach, and practice counsel make us different.

Schedule an introductory call

Step 2 of 5: Discovery

A meeting by video or in person. We want to better understand your current situation: how you are saving and investing today, what your long-term and short-term goals are, and what your practice looks like. We’ll ask you questions while continuing to answer yours about how we work and the role we would play in reaching your goals.

Step 3 of 5: Initial investment and financial plan review

A meeting by video or in person. We give you an overview of the plan we have assembled for your situation: how we would change the trajectory of your saving and your method of investing, the role the value in your practice would play, what retirement actually looks like, and how much you are really going to need for the quality of life you want.

Step 4 of 5: Onboarding

We make our partnership official. After signing some forms and setting up your accounts, we get to work expanding on and implementing your financial plan.

Step 5 of 5: Ongoing financial and practice planning and investment management

Regular meetings that work for your schedule keep you apprised of your portfolio and practice health, and keep us aware of how your goals and plans change over time, so that together we can make course adjustments to keep you on track.