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
  • You reach out to us by email or contact form on website or phone call
  • You will be contacted for a brief call
  • A Getting Acquainted Meeting is scheduled

Step 2

Get Acquainted Meeting

Step 2: Get-Acquainted Meeting
  • We’ll ask you to fill out a brief form beforehand
  • Meeting is held in person or virtually
  • A fee estimate is provided after the meeting

Step 3

You are a Client

Step 3: You are a Client
  • You have signed a Client Service Agreement and provided a deposit
  • You are provided with a Document Checklist to send all relevant information
  • We help you to make sure everything is provided in good order

Step 4

Schedule Your Meetings

Step 4: Schedule Your Meetings
  • We schedule your meetings based on current availability
  • Number of meetings is based on the path you choose
  • An Example:
    • Meeting 1: Initial. Focus on life planning. What is the future you envision?
    • Meeting 2: Working. In-depth planning and conversation around ideas
    • Meeting 3: Final. You receive advice and a Personalized Route

Step 5

Implementation

Step 5: Implementation
  • Follow your Personalized Route
  • Ask for help if you hit road blocks (i.e. How do I do this?)
  • You can use us to coordinate with your team of professionals (CPA, Attorney, Insurance agent, etc.)

Step 6

Looking Ahead

Step 6: Looking Ahead
  • You have 30 days to ask questions with no additional fee
  • Determine frequency of meetings
  • Contact us throughout the year should you need guidance