Life is full of uncertainties, but it’s also full of possibilities—don’t let them pass you by! Our team at Avena Impact is all about purposeful planning: while we help you make wise financial decisions, we also consider how these decisions impact what you value in life.
That’s why we take a careful approach in our process. We seek to answer three key questions before creating your retirement roadmap:
The answers to these questions help us determine the current state of your finances so we can make appropriate adjustments that serve your goals and desires.
Our financial planning process starts with a simple 15-minute phone call to make sure we offer the kind of support you need. If we’re not the right fit, we’re happy to refer you to a firm that is better suited to your needs.
If we are a good fit, we’ll set up an in-person meeting that includes a thorough evaluation of your current finances, including your goals, concerns, and questions.
This is where our team puts in the work to create a detailed, comprehensive roadmap for you. We’ll leverage decades of experience, thousands of hours of training, and mentorship from industry leaders to craft your plan.
In this meeting, we’ll explain in clear, straightforward terms exactly what you need to do to achieve your financial goals. At the end of this meeting, we’ll ask if you’re ready to move forward with our firm or if you'd prefer to take some time to think about it.
We will never rush you to make a decision. Take time to review our recommendations and determine if you are in alignment with them. We want our relationship with you to be a win-win!
In this meeting, we’ll address any remaining questions you have. If you’re ready, we’ll begin the paperwork to officially become a client.
Avena Impact offers comprehensive, values-based financial planning for individuals and families navigating complexity or transition. Our work spans retirement income planning, tax mitigation, investment management, estate strategies, and business owner planning—all grounded in ethical guidance and personal alignment. We focus on uncovering sophisticated opportunities others may miss, including charitable giving strategies and purpose-driven investments. While we don’t sell insurance or draft legal documents, we offer independent analysis and strategic insight across your entire financial landscape—helping you move from uncertainty to clarity, and from maintenance to meaningful impact.
This is a no-pressure, no-commitment conversation that allows us to understand your financial situation, goals, and the challenges you may be facing. It also gives you the opportunity to learn about our approach and how we can tailor our services to match your needs. You can schedule this call by visiting our website and clicking on the ‘Book Discovery Call’ link, where you’ll find available times that suit your schedule.
At Avena Impact, we believe in transparent, value-aligned pricing. Our fees are typically based on assets under management, which means we only do better when you do. For clients seeking financial planning without investment management, we offer a flat-fee option tailored to the complexity of your situation. We don’t earn commissions on investment products or insurance—our only compensation comes directly from our clients, keeping our advice objective and entirely in your best interest. During our discovery process, we’ll provide a clear proposal so you know exactly what to expect, with no surprises.
