Our Process & Strategy

A Process Designed for You.

Here’s what you can expect.

Our team will guide you through each step. If at any time during the process you change your mind, that’s completely fine.

We approach every meeting with the goal of helping you determine what is best for you and your financial future.

We’re excited to meet you!

On this call, we’ll get to know each other. We’ll answer your questions and outline our process.

Our goal is to collaboratively decide the next steps, whether that is moving on to the discovery meeting or providing you with resources to find what is best for you.

(30-minute virtual call)

Share your story.

Tell us about what matters most – your family, values, and vision for the future. Your responses will inform our analysis and recommendations.

The outcome for the meeting is to learn about what is most important to you and to explain expectations for the planning meeting.

(60-minute virtual or in-person meeting)

Your next steps.

Using what we have learned in the discovery meeting, we will present a customized plan that aligns your money with your life and values. We’ll discuss strategies to help you make progress towards your long-term objectives.

After this meeting we want you to walk away with a solid understanding of what it would be like to work with us.

(60-minute virtual or in-person meeting)

Welcome to Avier!

Once you sign the Investment Management Agreement, we will fine tune and implement the financial planning strategy discussed with you. We keep the paperwork simple and streamlined during the account opening process.

At the end of this meeting, we want to ensure you are fully integrated with your Avier team.

(60-minute virtual or in-person meeting)

Being an Avier Client

Now we enter our ongoing partnership together. As a full-service financial planning firm, we only partner with those clients who are a great fit and for whom we know we can do our best work.

Together, we’ll determine a communication frequency and partner with other professionals such as estate attorneys and CPAs.

What does this mean for you?

You get our best service, tailored to you and your needs. We’re proactively reviewing your portfolio, financial plan, employer benefits, tax updates, etc. so that you don’t have to!