Our Process & Strategy
This is where we get to hear your story and get to know you. You will do the sharing and we will listen to learn about you, your family, and your values. Examples of some things we want to hear:
- Why now?
- How can we help?
- What are you looking for in an advisory relationship?
- What are your goals?
This meeting will allow us to gather enough information to take the next step and build a financial plan to show what working together will look like.
In this meeting we’ll take a deep dive into your financial plan. Using what we heard and learned about your goals, we will present a plan unique to you. You can expect us to:
- Present the outline of a customized plan built on the information we heard from you
- Share Avier’s investment philosophy
- Give you everything you need to make an informed decision about working with us
Whether you choose to continue working with Avier or not, you will leave the planning meeting with the framework of a financial plan and strategies for making progress towards your goals.
This is go time! We take the information you’ve provided, use the financial plan we’ve created, and go to work for you.
During this meeting you can expect us to:
- Complete your onboarding process, open up accounts, link bank and 401(k) accounts, and set up your online access
- Discuss coordination with outside professionals (CPA, estate attorney, etc.)
At the implementation meeting, we continue to emphasize education and clarity on long-term goals and develop a path towards meeting them.
We seek to consistently deepen our relationships with clients. We will establish time to meet regularly and monitor your financial plan. Our team will proactively rebalance and perform tax-loss harvesting within your portfolio. We will remain focused on your plan (tax management, distribution planning, RSU management, employee benefits, etc.) to make sure we stay on track with your long-term goals and objectives.
READY TO GET STARTED?
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.
Our strategy is expertly crafted and designed for reliability
At Avier Wealth Advisors, we take a holistic approach to managing your wealth by connecting all the financial areas of your life into one comprehensive plan based on your unique resources, goals, risk tolerance and time frame. A well-balanced plan replaces random financial decisions with a clear strategy that integrates your diverse professional and personal objectives into a disciplined course of action. Our advisory relationship develops into a close collaboration as we partner with you to bring your abstract dreams for the future into focus.
WE WANT A REAL RELATIONSHIP WITH YOU
When it comes to investing your wealth, the Avier approach seeks to find the right balance between growth and stability. We implement globally diversified investment strategies across the spectrum of risk tolerances and asset classes, customized to address your unique needs and goals. Our asset allocation strategies are grounded in sound academic research and utilize the expertise of institutional class portfolio managers and comprehensive investment tools not typically available to the average investor.
EXPERIENCE OUR PROCESS
If you’re a tech worker looking for greater financial clarity and security and you’re ready to discuss working with Avier, we encourage you to schedule a 30-minute call. Give us a chance to learn about you and your goals, and we’ll help you identify the best next steps towards achieving them.
OUR STRATEGY IN ACTION
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