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Financial planning can be integrated and comprehensive bringing all elements of your financial situation (like retirement planning, investments, insurance and college funding) together and coordinated into a cohesive plan.

Or, financial planning can be very specific, focusing on a single issue of importance or concern to you.

In either case, financial planning is a process, not a one-time event where you receive a final answer.

The following are services available:

  1. Financial planning, by topic or situation or comprehensive
  2. Investment management services
  3. Small business retirement plan consulting
  4. Financial wellness programs and education classes

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Contact Financial Avenues for business mailing address

  •   913.735.7283
  •   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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