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Cash Flow Optimization

Improve how money flows in and out of your life,
and you will improve life itself.
What We Do

Money flows into your life, and money flows out of your life. Most people don't give this flow much thought.  Whether you are a company, retired, or still saving for retirement, your cash flow is what determines your success or failure.  Your cash flow will either give you peace of mind or it will cause you stress and worry.

We help you optimize both your current and your future cash flow so you can live the life you want to live.

SERVICES
TEAM
CLIENTS

Meet The Team

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Halena Shinn

Halena joined Fairway Asset Management in 2009.  Before joining Fairway Asset Management, Halena worked for Advent Software. When Halena is not working, she loves yoga, cooking and spending time with her husband and 2 daughters.  Halena also really loves finding good deals on just about everything.

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Tim Smith

Tim has been a Financial Advisor since 1997.  After working for Merrill Lynch, Smith Barney and Wachovia, Tim started Fairway Asset Management in January of 2007.  He and his wife have a son and 2 daughters. When Tim is not advising clients or with his family, he loves playing tennis, pickleball, golf and fishing.

Risk Management

Very few people actually realize the risk that they have been taking until it is too late.

They don't realize that they have been too aggressive until after they lose more money than they are comfortable losing.

A smoker doesn't realize how risky smoking is until they are diagnosed with lung cancer.

It isn't until after the fact that people truly understand the risk that they have been taking.

We help our clients see the risk that they are taking and make sure that they are comfortable with that risk before it is too late.

More specifically, we help clients manage the risk that will directly impact their current or their future cash flow.

CONTACT
Fairway Asset Management

2010 Crow Canyon Place

Suite 100

San Ramon, CA 94583

78015 Main Street

Suite 200

La Quinta, CA 92253

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