Introductory Call
Book an appointment
Avier Wealth Advisors
Avier – Microsoft Introductory Call (w/Microsoft Teams)
30 min
Choose a time for a quick introductory call to discuss your Microsoft benefits.
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.
OUR PROCESS
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Introductory Call
We’re excited to meet you! 30-minute virtual call
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.
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Discovery Meeting
Share your story.
60-minute virtual or in-personHear you share your story and vision for the future.
Learn what matters most to you.
Explain expectations for Planning Meeting.
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Planning Meeting
Your next steps.
60-minute virtual or in-personPresent a customized plan that aligns your money with your life and values.
Discuss strategies to help achieve your long-term objectives.
You will gain a solid understanding of what working with Avier looks like.
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Implementation Meeting
Welcome to Avier!
60-minute virtual or in-personFully integrate you with your Avier team.
Take care of the paperwork.
Begin implementing your financial plan.
Meet Your Lead Advisor
Each of our clients is supported by a three-person advisory team, including a Lead Advisor, Associate Advisor and Client Service Associate. To us – credentials matter! It’s our commitment to our clients and to the profession. Our team comprises financial professionals who have earned their CFA and CFP designations.
We are focused on building deep and lasting relationships, and as Fee-Only Fiduciaries, we want you to be confident that we always operate with your best interest in mind.
