How Onboarding Works at FinSight
Getting started with FinSight is a straightforward process. We walk you through a short questionnaire about your income, expenses, and goals, then set up your dashboard with the tools you need. Expect a clear timeline, honest feedback on what we can and cannot cover, and no pressure to commit beyond the initial setup call.
How onboarding works at FinSight
A step-by-step walkthrough of what happens after you request a guide, from the first email to the final review.
Step 1: Request and confirmation
You submit the short form on the contact page. Within one business day you receive a confirmation email from info@auxilean.com with a summary of your request and a suggested reading list based on the topics you selected.
Step 2: Personalised reading plan
We prepare a tailored sequence of guides and articles, usually between five and eight pieces. The plan is sent as a simple checklist, so you can track what to read first and what to leave for later.
Step 3: Weekly check-in notes
Every Friday you receive a short email with one key takeaway from the week's reading and a single question to consider. This keeps the pace steady without turning into a daily newsletter.
Step 4: Practical exercise
After the first three guides, we send a simple worksheet. It asks you to list your current expenses, identify one automatic transfer you can set up, and note any questions you want to bring to a later consultation.
Step 5: Review and next steps
Once you complete the worksheet, you can book a 30-minute call to review your answers. The call is optional and focused on clarifying concepts, not on selling products. After the call, you receive a short summary with suggested next articles.
Step 6: Ongoing access
Your reading plan stays available in your account area for six months. You can revisit any guide, mark articles as read, and update your preferences at any time. No automatic renewals, no hidden steps.
How Onboarding Works at FinSight
Start with a short questionnaire covering your income, expenses, debts, and current savings. This takes about ten minutes and gives us the baseline we need to build a realistic plan.
We review your answers and prepare a personal financial snapshot. You receive a plain-language summary of your cash flow, savings rate, and any gaps between your goals and your current trajectory.
Book a 45-minute consultation with one of our analysts. We walk through the snapshot together, answer your questions, and agree on the first three actions you will take in the coming month.
You receive a written action plan with specific steps, timelines, and the tools you will need. Nothing is automated or generic; each step is tied to the numbers from your own situation.
We schedule a follow-up check-in four to six weeks later. This is where we measure progress, adjust the plan if your circumstances changed, and decide whether you need ongoing support or can continue on your own.
Onboarding is not a sales pitch. It is a structured process designed to give you a clear picture of where you stand and what to do next, without promising returns or pushing products.