Our Process

Pre-Discovery Meeting

  • Explore why you’re looking for a financial advisor
  • Share what you’re looking for in an advisory relationship
  • Examine areas where we can add value to your financial situation
  • Determine your decision-making process and timeline

DISCOVERY MEETING

  • Learn more about you and your family
  • Identify your short-term and long-term goals
  • Review account statements
  • Introduce the Avier philosophy

PLANNING MEETING

  • Begin development of financial plan
  • Identify risk tolerance and risk capacity
  • Discuss portfolio allocation and investment philosophy
  • Explore potential partnership and set mutual expectations

IMPLEMENTATION MEETING

  • Complete onboarding process, including signing the Investment Management Agreement and other documents
  • Present financial plan and customized investment strategy
  • Coordinate with outside professionals (CPA, estate attorney, etc.)
  • Set up client online access

ONGOING RELATIONSHIP

  • Regular meetings and communication
  • Review and update financial plan
  • Analyze and rebalance portfolio
  • Implement tax optimization strategies