We Look Forward to Meeting You

Schedule Your 30-Minute Introductory 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

Saloni Gupta

Aaren Strand, CFP®

Saloni Gupta

Angela Sorensen, CFP®, ECA, MBA

Saloni Gupta

Alex Krider, CFP®, EA, MBA

Saloni Gupta

Dave Welty, CFP®

Saloni Gupta

Lars Phillips, CFA, CFP®

Saloni Gupta

Nick Wright, CFA, CFP®

Saloni Gupta

Saloni Gupta, CFP®