GETTING STARTED
We Look Forward to Meeting You
Schedule Your 30-Minute Discovery Call
On this call, you’ll meet with one of our Lead Advisors. Bring your questions – this will help us get to know you and you can learn more about us.
Together, we will decide the next steps. If you want to move forward, we’ll schedule a Discovery meeting. If we’re not the best fit for you, we will provide you with helpful resources.
Schedule time using the calendar below:
Our Process
Introductory Call
On this 30-minute call, the priority is to:
- Get to know one another.
- Answer your questions and outline our process.
- Decide together on the best next steps – moving forward or providing you with helpful resources.
Discovery Meeting
During this 60-minute meeting we will:
- Hear you share your story and vision for the future.
- Learn what matters most to you.
- Explain the next steps.
Planning Meeting
Our goal for this 60-minute meeting is to:
- Help you realize what working together looks like.
- Present a customized plan with analysis and recommendations.
- Discuss strategies to help achieve your objectives.
Implementation Meeting
At this 60-minute meeting we will:
- Fully integrate you with your Avier team.
- Take care of the paperwork.
- Begin implementing your financial plan.
Meet Our Advisors
![Aaren Strand Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2022/09/Aaren-340-×-380-px.png)
Aaren Strand, CFP®
![Angela Sorensen Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2022/09/Angela-Sorensen.png)
Angela Sorensen, CFP®, ECA, MBA
![Alex Krider Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2022/09/Alex-Krider.png)
Alex Krider, CFP®, EA, MBA
![Dave Welty Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2022/09/Dave-Welty.png)
Dave Welty, CFP®
![Lars Phillips Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2022/09/Lars-Phillips.png)
Lars Phillips, CFA, CFP®
![Nick Wright Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2022/09/Nick-Wright.png)
Nick Wright, CFA, CFP®
![Saloni Gupta Saloni Gupta](https://avieradvisors.com/wp-content/uploads/2023/03/Saloni-Gupta.jpg)
Saloni Gupta, CFP®