Financial Planning Evaluation

Life is a series of transitions. Take our financial planning evaluation to find out where you stand.

Helping With Life Transitions

Are you:

  • Considering retirement, changing jobs, or relocating and not sure you are prepared?
  • Selling or exiting your business?
  • Have you married, divorced, or become widowed and are uncertain about next steps?
  • Worried about the financial security of your family should something happen to you?
  • Concerned about a family transition such as child or grandchild’s education or caring for an aging parent?


FAI specializes in developing financial solutions customized for your needs. Want to find out if you're on the right track financially? Take our financial planning evaluation below. You can also call us at 410-715-9200. We're here to assist you.