The following is the typical experience of a new client during their first engagement with Financial Avenues. Some folks don’t make it past the first couple of steps, and that’s okay! We would encourage you to simply take the first step and reach out. We look forward to hearing from you!

Step 1

Get in Touch

Step 1: Get in Touch

Step 2

Get Acquainted Meeting

Step 2: Get-Acquainted Meeting

Step 3

You are a Client

Step 3: You are a Client

Step 4

Schedule Your Meetings

Step 4: Schedule Your Meetings

Step 5


Step 5: Implementation

Step 6

Looking Ahead

Step 6: Looking Ahead