GETTING STARTED

No Cost. No Pressure.

Always Transparent.

Getting started is simple.

Our process is designed to give you all the information you need, up front, without any fine print or hidden fees. And, we do it all with no cost, obligation or pressure. 
  • Schedule a call

    Call or click below to schedule an initial phone call and begin learning all that NorthAvenue can offer your financial future.

  • Initial phone call

    Tell us about your situation including any goals, challenges or concerns so we can begin to understand your needs and how we can help. 

  • Preliminary meeting

    Let's get to know each other better. We'll continue the conversation, giving you an opportunity to learn more about us and our approach. 

  • Review your plan 

    Make this your own. See for yourself what our holistic approach to financial planning looks like when tailored to your unique needs. 

  • Join the family

    Make sure you're comfortable. Take the time you need to review our Fee Only solution and sign up only when you're ready.

Quick Links
Contact

4400 N. High Street, Suite 201

Columbus, OH 43214

Info@NorthAvenueFA.com

 

Phone   614-210-3948  

Fax    614-798-1523

 

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