Helping people live the life they were meant to live.
It is our experience that most people are trying to reach the same place - Financial Freedom. Financial Freedom is the ability to do what you want, when you want to do it, without worrying about money.
Financial Freedom is not a certain income level, or a certain amount of money saved up. In fact, we have worked with some very wealthy people who were not even close to Financial Freedom.
Our passion is helping people achieve Financial Freedom. We LOVE helping people figure out what they truly want to do, when they want to do it, and most importantly, without worrying about money.
Over the past 20 years of advising clients, we have seen how money can cause stress and worry for so many people. But we have also seen how great life can be when you no longer worry about money. Our goal is to elminate the worry so our clients can live the life that they were meant to live.
Our goal is to invest our clients' money in a way that helps them achieve all of their financial goals while taking as little risk as possible.
The traditional financial plan is a boiler plate document that is based on assumptions that change the moment the client leaves the office. We believe in thinking outside the box to help our clients try and figure out the best way to achieve their goals.
Your greatest asset is your ability to make money. We help people figure out how to make the most out of their greatest asset. We also coach people through any money related issues that are causing them stress or preventing them from reaching their potential.
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 doing Crossfit.
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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