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HOW IT WORKS
A simple, transparent process — designed around you
Getting started with Fina is straightforward and stress-free. From our first conversation to seamless onboarding — here's exactly what to expect.
01
DISCOVERY CALL
A free 30-minute conversation — no pressure, no paperwork
We start with a free 30-minute Zoom call. This isn't a sales pitch — it's an honest conversation about where you are financially and where you want to go. I'll ask about your business, your goals, and your biggest financial concerns. You'll ask me anything you want.
WHAT TO EXPECT
âž” 30 minutes via Zoom — at a time that works for you
âž” No documents needed — just come as you are
âž” 100% free — no commitment required
âž” You'll know by the end if we're the right fit
02
YOUR CUSTOM PLAN
A service package built specifically around your situation
Based on our discovery call, I'll put together a tailored service plan — the exact combination of Advisory and Maintenance services that fits your goals, your business, and your budget. No cookie-cutter packages. No paying for things you don't need.
WHAT TO EXPECT
âž” You receive a clear proposal within 1–2 business days
âž” Every service included is explained — no surprises
âž” Pricing is transparent and discussed upfront
âž” You can ask questions or request adjustments before agreeing
03
SEAMLESS ONBOARDING
Up and running quickly — with everything handled for you
Once you're ready to move forward, onboarding is simple and fast. You'll receive a welcome email with access to your secure client portal, a short onboarding questionnaire, and a clear timeline of next steps. I handle the complexity — you just answer a few questions.
WHAT TO EXPECT
âž” Welcome email with secure client portal access
âž” Short onboarding questionnaire — takes about 10 minutes
âž” 100% paperless — everything handled digitally
âž” We're working together within days — not weeks
30 min
Free discovery call — no commitment required
1–2 days
To receive your custom service proposal
10 min
Onboarding questionnaire — that's all we need
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