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Financial Planning

This is the process of gathering all financial documents for review. Meetings and/or conversations are held to understand your lifestyle and past financial choices, as well as current and future goals.

Investment Management

The design of the portfolio must take into account your financial objectives, tolerance for risk, needs for current income or liquidity and special considerations such as income and estate taxes.

Small Business Retirement Plan Consultant

Financial Avenues will act as a 3(21) Fiduciary, which means it will accept the responsibility to be prudent in the selection and monitoring of a retirement plan’s investments and fees to the benefit of plan participants. In this role, it will share the fiduciary responsibility along with the employer.

Financial Education

You may hire Tracy St. John to speak to your group, organization or employer regarding all financial topics. A fee quote will be provided based on your request and need. If you do not see a topic listed below, please contact her to discuss your needs.

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  •   tracy@myfinancialavenues.com

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A Fee Only Financial Planning Firm located in Kansas City, Missouri. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Kansas and Missouri or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Kansas and Missouri.

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