Dimensional Fund Advisors
Our Process
Pre-Discovery/Discovery Meeting
- Share what you are looking for in an advisory relationship
- Learn about who we are and how we work with our clients
- Tell us about your values, your family and your goals
- Find out if Avier could be a good fit for you
- Show you our customized financial plan for you based on the information you have shared
- Educate you on Avier’s investment philosophy
- Give you everything you need to make an informed decision about working with us
- Complete onboarding process, including signing the Investment Management Agreement and other documents
- Begin implementing your customized plan
- Discuss coordination with outside professionals (CPA, estate attorney, etc.)
- Meet regularly to review and update financial plan
- Analyze and rebalance portfolio
- Continue implementing tax optimization strategies
Interested in Learning More? We'd Enjoy Meeting You.