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.
1- Introductory Call
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)
2 – Discovery
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)
3 – Planning
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)
4 – Implementation
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!
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
Our strategy is expertly crafted and designed for reliability
FINANCIAL PLANNING
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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