Planning Is About You, Not Us

  • You will never be sold a financial product
  • No account or income minimums
  • The planning process is collaborative, leaving you in the driver’s seat
  • You control how often your plan and/or investments are reviewed

OUR VALUES

We are driven by four core values:

  • Be Real –Real progress is made when we can work together in a spirit of authenticity without judgment
  • Be Transparent – Everybody wins when nothing is hidden, trust is earned, and the path forward is clear
  • Be Compassionate – Nothing is more important than listening, understanding, and responding with kindness and care
  • Always Be Improving – Excellence is not a place to which we can arrive, but a daily commitment to reach our highest potential

Our hope is to live out these values in every interaction you have with our team. Our most successful clients are those who also identify with and value these ideals
 

FEES

Want to learn more about the experience of planning with Financial Avenues? Check out the OUR PROCESS page.

Want to learn more about our different services and where you might fit? Check out the YOU ARE HERE page.

  • Our hourly fees based on staff role:  
    • Senior Financial Planner – $250/hour
    • Financial Planning Associates / Paraplanners – $150 - $200/hour
    • Staff Associates – $65/hour
  • Estimates are provided ahead of your planning engagement.
  • New clients pay a deposit of the lower of $500 or 50% of the fee estimate.
  • Should you choose investment management, fees are based on hours worked. We DO NOT charge a percentage of assets under management.