A welcome greeting
A detailed recap of everything discussed
Three to five available consultation appointments
Simple directions to book your consultation right away!
Gather basic contact information
Obtain specific details about the project
Understand the challenges + goals
Explain our Process
Answer your questions
Make sure we are a good fit
Follow up email within 2-4 business days
Itemized estimate of project cost + fees
Custom tailored package options with all available discounts
Three to five available session times
We meet each other (virtually or in person)
Walk through the focus space
Provide suggestions for focus areas
Take measurements (if needed)
Align goals + expectations
Consultation fees are non-refundable and must received no later than 48 hours prior to appointment. Consultation not require for moving projects.
Service Agreement with e-signature request
Request for deposit
Purchase plan (If applicable)
Directions to book
Confirmation of sessions after successful booking has been completed
Welcome email + what to expect as a Finavi Client
Once we work together, we love to maintain relationships and hear about your progress!
We are available via phone, text, email or social media messaging up to 2 weeks after each session with questions and adjustments. (But you can contact us anytime).
We will follow up after our session to see how your custom tailored system is working for you.
Please leave us reviews on any of our platforms.