GETTING STARTED
Schedule a 30-minute call
We look forward to meeting you!
Find a time to meet on 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, CFP®
Angela Sorensen, CFP®, ECA, MBA
Alex Krider, CFP®, EA, MBA
Dave Welty, CFP®
Lars Phillips, CFA, CFP®
Nick Wright, CFA, CFP®
Saloni Gupta, CFP®